Carson Wealth (CWM LLC)’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Carson Wealth (CWM LLC)’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	$406K	Sell	3,684 -576	-14%	-$65.6K	﹤0.01%	2167
2025 Q4	$472K	Sell	4,260 -28	-0.7%	-$3.09K	﹤0.01%	1954
2025 Q3	$471K	Hold	4,288	–	–	﹤0.01%	1838
2025 Q2	$457K	Hold	4,288	–	–	﹤0.01%	1634
2025 Q1	$446K	Sell	4,288 -74	-2%	-$7.8K	﹤0.01%	1497
2024 Q4	$453K	Buy	+4,362	New	+$477K	﹤0.01%	1420
2022 Q1	–	Sell	-50	Closed	-$5K	–	3575
2021 Q4	$5K	Buy	+50	New	+$4.68K	﹤0.01%	2703

Other funds holding CZA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 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 $369B AUM 28.27% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CZA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 14% in Q1 2026, selling an estimated $65.6K and leaving 3,684 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Carson Wealth (CWM LLC) first reported a position in CZA in Q4 2021 and has held it in 7 quarters since. The position peaked at $472K in Q4 2025. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Carson Wealth (CWM LLC) held 3,684 shares of Invesco Zacks Mid-Cap ETF worth $406K as of Q1 2026.
Carson Wealth (CWM LLC) sold 576 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $65.6K.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2167 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2021 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s Invesco Zacks Mid-Cap ETF position peaked at $472K in Q4 2025.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.