Bank of Montreal
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Bank of Montreal’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Bank of Montreal’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
-60
Closed -$6.59K – 3652
2025
Q3 		$6.59K Buy
+60
New +$6.49K ﹤0.01% 3392
2024
Q1 		– Sell
-200
Closed -$18.9K – 3947
2023
Q4 		$18.9K Buy
+200
New +$17.4K ﹤0.01% 3730
2015
Q3 		– Sell
-114
Closed -$6K – 4003
2015
Q2 		$6K Buy
+114
New +$5.86K ﹤0.01% 3589

Other funds holding CZA

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 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 $1.1B AUM 20.77% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

Bank of Montreal's CZA Position: Q4 2025 in Review

Bank of Montreal sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2025, closing a stake of 60 shares — an estimated $6.59K sold.

Bank of Montreal first reported a position in CZA in Q2 2015 and held it in 3 quarters. The position peaked at $18.9K in Q4 2023. 61 funds tracked by Wall St. Rank hold CZA as of Q4 2025.

  • Bank of Montreal reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 60 Invesco Zacks Mid-Cap ETF shares in Q4 2025, an estimated $6.59K.
  • Bank of Montreal first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2015 and held it in 3 quarters.
  • Bank of Montreal's Invesco Zacks Mid-Cap ETF position peaked at $18.9K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.