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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
Q2 		$39.4K Hold
321
– – ﹤0.01% 1580
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Clearstead Advisors's CZA Position: Q2 2026 in Review

Clearstead Advisors held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q2 2026 at 321 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Clearstead Advisors first reported a position in CZA in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

  • Clearstead Advisors held 321 shares of Invesco Zacks Mid-Cap ETF worth $39.4K as of Q2 2026.
  • Clearstead Advisors left its Invesco Zacks Mid-Cap ETF share count unchanged in Q2 2026.
  • Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1580 holding.
  • Clearstead Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.