Advisory Services Network’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Advisory Services Network’s Portfolio CZA Stock Details CZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8	Closed	-$924	–	2730
2026 Q1	$924	Buy	+8	New	+$911	﹤0.01%	4329
2025 Q4	–	Sell	-8	Closed	-$907	–	2370
2025 Q3	$907	Buy	+8	New	+$866	﹤0.01%	3949
2024 Q1	–	Sell	-380	Closed	-$35.6K	–	1943
2023 Q4	$35.6K	Buy	+380	New	+$33K	﹤0.01%	2192
2023 Q2	–	Sell	-380	Closed	-$33.2K	–	1944
2023 Q1	$33.2K	Hold	380	–	–	﹤0.01%	2235
2022 Q4	$33.8K	Buy	+380	New	+$33.2K	﹤0.01%	2181
2021 Q3	–	Sell	-715	Closed	-$64K	–	1816
2021 Q2	$64K	Buy	+715	New	+$63.9K	﹤0.01%	1857
2021 Q1	–	Sell	-715	Closed	-$54K	–	1657
2020 Q4	$54K	Hold	715	–	–	﹤0.01%	1626
2020 Q3	$47K	Buy	+715	New	+$46.6K	﹤0.01%	1618
2020 Q2	–	Sell	-715	Closed	-$38K	–	1391
2020 Q1	$38K	Hold	715	–	–	﹤0.01%	1516
2019 Q4	$55K	Hold	715	–	–	﹤0.01%	1441
2019 Q3	$51K	Hold	715	–	–	﹤0.01%	1350
2019 Q2	$51K	Buy	+715	New	+$49.8K	﹤0.01%	1348
2016 Q3	$7K	Buy	+135	New	+$7.08K	﹤0.01%	1401

Other funds holding CZA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Advisory Services Network's CZA Position: Q2 2026 in Review

Advisory Services Network sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2026, closing a stake of 8 shares — an estimated $924 sold.

Advisory Services Network first reported a position in CZA in Q3 2016 and held it in 13 quarters. The position peaked at $64K in Q2 2021. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

Advisory Services Network reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 8 Invesco Zacks Mid-Cap ETF shares in Q2 2026, an estimated $924.
Advisory Services Network first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2016 and held it in 13 quarters.
Advisory Services Network's Invesco Zacks Mid-Cap ETF position peaked at $64K in Q2 2021.
58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.