Cetera Investment Advisers’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Cetera Investment Advisers’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	$887K	Buy	8,048 +671	+9%	+$76.4K	﹤0.01%	3011
2025 Q4	$817K	Sell	7,377 -128	-2%	-$14.1K	﹤0.01%	3006
2025 Q3	$825K	Buy	7,505 +463	+7%	+$50.1K	﹤0.01%	2947
2025 Q2	$751K	Sell	7,042 -425	-6%	-$43.5K	﹤0.01%	2642
2025 Q1	$776K	Sell	7,467 -59	-0.8%	-$6.22K	﹤0.01%	2477
2024 Q4	$782K	Buy	7,526 +327	+5%	+$35.7K	﹤0.01%	2337
2024 Q3	$780K	Sell	7,199 -60	-0.8%	-$6.13K	﹤0.01%	2300
2024 Q2	$709K	Buy	7,259 +232	+3%	+$22.8K	﹤0.01%	2324
2024 Q1	$715K	Buy	+7,027	New	+$669K	﹤0.01%	2338
2020 Q1	–	Sell	-14,006	Closed	-$1.07M	–	564
2019 Q4	$1.07M	Buy	14,006 +3,613	+35%	+$270K	0.11%	195
2019 Q3	$758K	Buy	+10,393	New	+$744K	0.09%	227

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 $71.6B AUM 21.08% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 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

Cetera Investment Advisers's CZA Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco Zacks Mid-Cap ETF (CZA) stake by 9.1% in Q1 2026, buying an estimated $76.4K and bringing the position to 8,048 shares worth $887K. The position accounts for ﹤0.01% of the portfolio, ranked #3011.

Cetera Investment Advisers first reported a position in CZA in Q3 2019 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2019. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Cetera Investment Advisers held 8,048 shares of Invesco Zacks Mid-Cap ETF worth $887K as of Q1 2026.
Cetera Investment Advisers bought 671 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $76.4K.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3011 holding.
Cetera Investment Advisers first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2019 and has held it in 11 quarters since.
Cetera Investment Advisers's Invesco Zacks Mid-Cap ETF position peaked at $1.07M in Q4 2019.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.