Axxcess Wealth Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Axxcess Wealth Management’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	–	Sell	-5,294	Closed	-$587K	–	512
2025 Q4	$587K	Buy	5,294 +827	+19%	+$91.3K	0.01%	654
2025 Q3	$491K	Sell	4,467 -1,398	-24%	-$151K	0.01%	629
2025 Q2	$626K	Buy	5,865 +1,098	+23%	+$112K	0.01%	536
2025 Q1	$495K	Sell	4,767 -1,292	-21%	-$136K	0.01%	561
2024 Q4	$629K	Sell	6,059 -6	-0.1%	-$655	0.02%	498
2024 Q3	$657K	Buy	6,065 +94	+2%	+$9.61K	0.02%	491
2024 Q2	$583K	Buy	+5,971	New	+$588K	0.02%	496

Other funds holding CZA

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Axxcess Wealth Management's CZA Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2026, closing a stake of 5,294 shares — an estimated $587K sold.

Axxcess Wealth Management first reported a position in CZA in Q2 2024 and held it in 7 quarters. The position peaked at $657K in Q3 2024. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Axxcess Wealth Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 5,294 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $587K.
Axxcess Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2024 and held it in 7 quarters.
Axxcess Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $657K in Q3 2024.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.