Ameriprise
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Ameriprise’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Ameriprise’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
Q1 		$1.59M Sell
14,195
-1,272
-8% -$145K ﹤0.01% 3067
2025
Q4 		$1.71M Sell
15,467
-1,177
-7% -$130K ﹤0.01% 3078
2025
Q3 		$1.83M Sell
16,644
-728
-4% -$78.8K ﹤0.01% 3051
2025
Q2 		$1.85M Sell
17,372
-84
-0.5% -$8.6K ﹤0.01% 2983
2025
Q1 		$1.81M Sell
17,456
-553
-3% -$58.3K ﹤0.01% 2948
2024
Q4 		$1.87M Buy
18,009
+77
+0.4% +$8.41K ﹤0.01% 2959
2024
Q3 		$1.94M Sell
17,932
-388
-2% -$39.7K ﹤0.01% 2934
2024
Q2 		$1.79M Buy
18,320
+14
+0.1% +$1.38K ﹤0.01% 2915
2024
Q1 		$1.86M Sell
18,306
-3,685
-17% -$351K ﹤0.01% 2914
2023
Q4 		$2.06M Sell
21,991
-139
-0.6% -$12.1K ﹤0.01% 2855
2023
Q3 		$1.89M Buy
22,130
+767
+4% +$68K ﹤0.01% 2843
2023
Q2 		$1.91M Sell
21,363
-960
-4% -$82.7K ﹤0.01% 2896
2023
Q1 		$1.95M Buy
22,323
+12,136
+119% +$1.1M ﹤0.01% 2858
2022
Q4 		$905K Sell
10,187
-42
-0.4% -$3.67K ﹤0.01% 3183
2022
Q3 		$818K Sell
10,229
-4
-0% -$351 ﹤0.01% 3201
2022
Q2 		$858K Sell
10,233
-1,861
-15% -$166K ﹤0.01% 3186
2022
Q1 		$1.16M Sell
12,094
-9,278
-43% -$855K ﹤0.01% 3146
2021
Q4 		$2.06M Sell
21,372
-1,422
-6% -$133K ﹤0.01% 2947
2021
Q3 		$2.05M Buy
22,794
+370
+2% +$34.1K ﹤0.01% 2860
2021
Q2 		$2.02M Sell
22,424
-1,554
-6% -$139K ﹤0.01% 2923
2021
Q1 		$2.02M Sell
23,978
-23,535
-50% -$1.87M ﹤0.01% 2861
2020
Q4 		$3.62M Sell
47,513
-1,942
-4% -$141K ﹤0.01% 2474
2020
Q3 		$3.27M Buy
49,455
+1,368
+3% +$89.2K ﹤0.01% 2370
2020
Q2 		$2.96M Buy
48,087
+33,020
+219% +$1.92M ﹤0.01% 2405
2020
Q1 		$798K Sell
15,067
-33,712
-69% -$2.36M ﹤0.01% 2925
2019
Q4 		$3.75M Sell
48,779
-25,890
-35% -$1.93M ﹤0.01% 2404
2019
Q3 		$5.44M Sell
74,669
-78,951
-51% -$5.65M ﹤0.01% 2152
2019
Q2 		$11M Buy
153,620
+7,400
+5% +$516K ﹤0.01% 1652
2019
Q1 		$9.96M Buy
146,220
+20,899
+17% +$1.36M ﹤0.01% 1708
2018
Q4 		$7.39M Buy
125,321
+58,505
+88% +$3.74M ﹤0.01% 1843
2018
Q3 		$4.55M Buy
66,816
+3,067
+5% +$208K ﹤0.01% 2399
2018
Q2 		$4.12M Buy
63,749
+4,015
+7% +$262K ﹤0.01% 2377
2018
Q1 		$3.88M Buy
59,734
+26,744
+81% +$1.77M ﹤0.01% 2350
2017
Q4 		$2.16M Buy
32,990
+863
+3% +$56.1K ﹤0.01% 2614
2017
Q3 		$2.02M Sell
32,127
-1,273
-4% -$78.2K ﹤0.01% 2607
2017
Q2 		$1.99M Buy
33,400
+4,164
+14% +$246K ﹤0.01% 2607
2017
Q1 		$1.7M Sell
29,236
-39,297
-57% -$2.24M ﹤0.01% 2651
2016
Q4 		$3.73M Sell
68,533
-1,231
-2% -$66K ﹤0.01% 2284
2016
Q3 		$3.71M Buy
69,764
+3,233
+5% +$170K ﹤0.01% 2208
2016
Q2 		$3.37M Buy
66,531
+17,686
+36% +$887K ﹤0.01% 2222
2016
Q1 		$2.38M Buy
48,845
+10,881
+29% +$495K ﹤0.01% 2415
2015
Q4 		$1.82M Buy
37,964
+530
+1% +$26K ﹤0.01% 2656
2015
Q3 		$1.77M Buy
37,434
+6,651
+22% +$333K ﹤0.01% 2681
2015
Q2 		$1.57M Buy
30,783
+11,188
+57% +$575K ﹤0.01% 2895
2015
Q1 		$1M Buy
19,595
+7,323
+60% +$366K ﹤0.01% 2957
2014
Q4 		$608K Buy
12,272
+11,877
+3,007% +$579K ﹤0.01% 3047
2014
Q3 		$19K Buy
395
+53
+15% +$2.59K ﹤0.01% 4502
2014
Q2 		$17K Buy
+342
New +$16.1K ﹤0.01% 4409

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise's CZA Position: Q1 2026 in Review

Ameriprise reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 8.2% in Q1 2026, selling an estimated $145K and leaving 14,195 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

Ameriprise first reported a position in CZA in Q2 2014 and has held it in 48 quarters since. The position peaked at $11M in Q2 2019. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

  • Ameriprise held 14,195 shares of Invesco Zacks Mid-Cap ETF worth $1.59M as of Q1 2026.
  • Ameriprise sold 1,272 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $145K.
  • Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3067 holding.
  • Ameriprise first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2014 and has held it in 48 quarters since.
  • Ameriprise's Invesco Zacks Mid-Cap ETF position peaked at $11M in Q2 2019.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.