CAPTRUST Financial Advisors
CZA icon

CAPTRUST Financial Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

CAPTRUST Financial Advisors’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 		$353K Hold
3,202
– – ﹤0.01% 2280
2025
Q4 		$355K Hold
3,202
– – ﹤0.01% 2118
2025
Q3 		$352K Hold
3,202
– – ﹤0.01% 2061
2025
Q2 		$342K Buy
+3,202
New +$328K ﹤0.01% 1967

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 $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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 $206M AUM 17.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors's CZA Position: Q1 2026 in Review

CAPTRUST Financial Advisors held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q1 2026 at 3,202 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

CAPTRUST Financial Advisors first reported a position in CZA in Q2 2025 and has held it in 4 quarters since. The position peaked at $355K in Q4 2025. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

  • CAPTRUST Financial Advisors held 3,202 shares of Invesco Zacks Mid-Cap ETF worth $353K as of Q1 2026.
  • CAPTRUST Financial Advisors left its Invesco Zacks Mid-Cap ETF share count unchanged in Q1 2026.
  • Invesco Zacks Mid-Cap ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2280 holding.
  • CAPTRUST Financial Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's Invesco Zacks Mid-Cap ETF position peaked at $355K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.