Bank of America’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $681K | Sell |
6,180
-140
| -2% | -$15.9K | ﹤0.01% | 4729 |
|
|
2025
Q4 | $700K | Buy |
6,320
+192
| +3% | +$21.2K | ﹤0.01% | 4721 |
|
|
2025
Q3 | $673K | Buy |
6,128
+27
| +0.4% | +$2.92K | ﹤0.01% | 5597 |
|
|
2025
Q2 | $651K | Buy |
6,101
+196
| +3% | +$20.1K | ﹤0.01% | 5568 |
|
|
2025
Q1 | $613K | Sell |
5,905
-388
| -6% | -$40.9K | ﹤0.01% | 5544 |
|
|
2024
Q4 | $654K | Sell |
6,293
-125
| -2% | -$13.7K | ﹤0.01% | 5344 |
|
|
2024
Q3 | $695K | Buy |
6,418
+118
| +2% | +$12.1K | ﹤0.01% | 5285 |
|
|
2024
Q2 | $615K | Sell |
6,300
-2,116
| -25% | -$208K | ﹤0.01% | 5213 |
|
|
2024
Q1 | $856K | Sell |
8,416
-8
| -0.1% | -$762 | ﹤0.01% | 5022 |
|
|
2023
Q4 | $790K | Sell |
8,424
-917
| -10% | -$79.6K | ﹤0.01% | 5157 |
|
|
2023
Q3 | $796K | Sell |
9,341
-1,679
| -15% | -$149K | ﹤0.01% | 4986 |
|
|
2023
Q2 | $983K | Sell |
11,020
-3,971
| -26% | -$342K | ﹤0.01% | 4785 |
|
|
2023
Q1 | $1.31M | Sell |
14,991
-57,621
| -79% | -$5.21M | ﹤0.01% | 4714 |
|
|
2022
Q4 | $6.45M | Buy |
72,612
+4,888
| +7% | +$427K | ﹤0.01% | 3148 |
|
|
2022
Q3 | $5.42M | Buy |
67,724
+2,313
| +4% | +$203K | ﹤0.01% | 3269 |
|
|
2022
Q2 | $5.49M | Buy |
65,411
+3,406
| +5% | +$304K | ﹤0.01% | 3294 |
|
|
2022
Q1 | $5.89M | Buy |
62,005
+860
| +1% | +$79.2K | ﹤0.01% | 3444 |
|
|
2021
Q4 | $5.88M | Buy |
61,145
+2,282
| +4% | +$214K | ﹤0.01% | 3489 |
|
|
2021
Q3 | $5.29M | Buy |
58,863
+1,866
| +3% | +$172K | ﹤0.01% | 3507 |
|
|
2021
Q2 | $5.12M | Buy |
56,997
+1,620
| +3% | +$145K | ﹤0.01% | 3482 |
|
|
2021
Q1 | $4.66M | Sell |
55,377
-7,359
| -12% | -$585K | ﹤0.01% | 3472 |
|
|
2020
Q4 | $4.78M | Buy |
62,736
+3,851
| +7% | +$280K | ﹤0.01% | 3173 |
|
|
2020
Q3 | $3.88M | Buy |
58,885
+4,899
| +9% | +$320K | ﹤0.01% | 3141 |
|
|
2020
Q2 | $3.32M | Buy |
53,986
+5,325
| +11% | +$309K | ﹤0.01% | 3227 |
|
|
2020
Q1 | $2.58M | Sell |
48,661
-6,012
| -11% | -$421K | ﹤0.01% | 3286 |
|
|
2019
Q4 | $4.21M | Sell |
54,673
-6,291
| -10% | -$470K | ﹤0.01% | 3396 |
|
|
2019
Q3 | $4.44M | Buy |
60,964
+16,964
| +39% | +$1.21M | ﹤0.01% | 3330 |
|
|
2019
Q2 | $3.15M | Buy |
44,000
+12,807
| +41% | +$892K | ﹤0.01% | 3654 |
|
|
2019
Q1 | $2.13M | Sell |
31,193
-4,611
| -13% | -$301K | ﹤0.01% | 3939 |
|
|
2018
Q4 | $2.11M | Sell |
35,804
-7,933
| -18% | -$508K | ﹤0.01% | 3794 |
|
|
2018
Q3 | $2.98M | Sell |
43,737
-2,178
| -5% | -$148K | ﹤0.01% | 3640 |
|
|
2018
Q2 | $2.97M | Buy |
45,915
+7,403
| +19% | +$484K | ﹤0.01% | 3650 |
|
|
2018
Q1 | $2.5M | Sell |
38,512
-6,125
| -14% | -$405K | ﹤0.01% | 3709 |
|
|
2017
Q4 | $2.93M | Buy |
44,637
+15,685
| +54% | +$1.02M | ﹤0.01% | 3615 |
|
|
2017
Q3 | $1.82M | Buy |
28,952
+1,561
| +6% | +$95.8K | ﹤0.01% | 4057 |
|
|
2017
Q2 | $1.65M | Sell |
27,391
-10,900
| -28% | -$645K | ﹤0.01% | 4056 |
|
|
2017
Q1 | $2.23M | Sell |
38,291
-37,599
| -50% | -$2.14M | ﹤0.01% | 3774 |
|
|
2016
Q4 | $4.13M | Buy |
75,890
+6,404
| +9% | +$343K | ﹤0.01% | 3113 |
|
|
2016
Q3 | $3.71M | Sell |
69,486
-4,222
| -6% | -$221K | ﹤0.01% | 3109 |
|
|
2016
Q2 | $3.74M | Buy |
73,708
+10,978
| +18% | +$551K | ﹤0.01% | 3056 |
|
|
2016
Q1 | $3.06M | Sell |
62,730
-2,021
| -3% | -$92K | ﹤0.01% | 3204 |
|
|
2015
Q4 | $3.1M | Buy |
64,751
+12,557
| +24% | +$617K | ﹤0.01% | 3410 |
|
|
2015
Q3 | $2.46M | Sell |
52,194
-125,180
| -71% | -$6.26M | ﹤0.01% | 3573 |
|
|
2015
Q2 | $9.03M | Sell |
177,374
-641,982
| -78% | -$33M | ﹤0.01% | 2032 |
|
|
2015
Q1 | $42M | Buy |
819,356
+785,018
| +2,286% | +$39.2M | 0.01% | 911 |
|
|
2014
Q4 | $1.7M | Sell |
34,338
-302,057
| -90% | -$14.7M | ﹤0.01% | 3540 |
|
|
2014
Q3 | $16.2M | Buy |
336,395
+306,161
| +1,013% | +$15M | 0.01% | 1556 |
|
|
2014
Q2 | $1.47M | Buy |
30,234
+2,855
| +10% | +$134K | ﹤0.01% | 3650 |
|
|
2014
Q1 | $1.27M | Sell |
27,379
-21,402
| -44% | -$970K | ﹤0.01% | 3656 |
|
|
2013
Q4 | $2.21M | Sell |
48,781
-3,258
| -6% | -$144K | ﹤0.01% | 3225 |
|
|
2013
Q3 | $2.2M | Buy |
52,039
+2,770
| +6% | +$115K | ﹤0.01% | 3180 |
|
|
2013
Q2 | $1.96M | Buy |
+49,269
| New | +$1.93M | ﹤0.01% | 3232 |
|
Other funds holding CZA
RA
PSF
Bank of America's CZA Position: Q1 2026 in Review
Bank of America reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 2.2% in Q1 2026, selling an estimated $15.9K and leaving 6,180 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #4729.
Bank of America first reported a position in CZA in Q2 2013 and has held it in 52 quarters since. The position peaked at $42M in Q1 2015. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.
- Bank of America held 6,180 shares of Invesco Zacks Mid-Cap ETF worth $681K as of Q1 2026.
- Bank of America sold 140 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $15.9K.
- Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4729 holding.
- Bank of America first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Bank of America's Invesco Zacks Mid-Cap ETF position peaked at $42M in Q1 2015.
- 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.