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

Ameritas Advisory Services’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
2025 Q4	–	Sell	-59	Closed	-$6.48K	–	1185
2025 Q3	$6.48K	Sell	59 -480	-89%	-$52K	﹤0.01%	1775
2025 Q2	$57.5K	Buy	+539	New	+$55.2K	﹤0.01%	1241
2023 Q2	–	Sell	-1,797	Closed	-$157K	–	973
2023 Q1	$157K	Buy	+1,797	New	+$162K	0.01%	845
2022 Q2	–	Sell	-2,154	Closed	-$205K	–	810
2022 Q1	$205K	Hold	2,154	–	–	0.01%	793
2021 Q4	$207K	Buy	+2,154	New	+$202K	0.01%	769

Other funds holding CZA

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Ameritas Advisory Services's CZA Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2025, closing a stake of 59 shares — an estimated $6.48K sold.

Ameritas Advisory Services first reported a position in CZA in Q4 2021 and held it in 5 quarters. The position peaked at $207K in Q4 2021. 61 funds tracked by Wall St. Rank hold CZA as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 59 Invesco Zacks Mid-Cap ETF shares in Q4 2025, an estimated $6.48K.
Ameritas Advisory Services first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
Ameritas Advisory Services's Invesco Zacks Mid-Cap ETF position peaked at $207K in Q4 2021.
61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.