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

Clearstead 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 		$35.4K Hold
321
– – ﹤0.01% 1343
2025
Q4 		$35.6K Hold
321
– – ﹤0.01% 1524
2025
Q3 		$35.3K Buy
+321
New +$34.7K ﹤0.01% 1404

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 $71.6B AUM 21.08% 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 $38.8B AUM 21.88% 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 $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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearstead Advisors's CZA Position: Q1 2026 in Review

Clearstead Advisors held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q1 2026 at 321 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Clearstead Advisors first reported a position in CZA in Q3 2025 and has held it in 3 quarters since. The position peaked at $35.6K in Q4 2025. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

  • Clearstead Advisors held 321 shares of Invesco Zacks Mid-Cap ETF worth $35.4K as of Q1 2026.
  • Clearstead Advisors left its Invesco Zacks Mid-Cap ETF share count unchanged in Q1 2026.
  • Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1343 holding.
  • Clearstead Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Invesco Zacks Mid-Cap ETF position peaked at $35.6K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.