Colonial River Investments’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Colonial River Investments’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	$610K	Sell	4,974 -310	-6%	-$36.3K	0.17%	107
2026 Q1	$582K	Sell	5,284 -10	-0.2%	-$1.14K	0.21%	100
2025 Q4	$587K	Sell	5,294 -271	-5%	-$29.9K	0.21%	103
2025 Q3	$611K	Sell	5,565 -300	-5%	-$32.5K	0.23%	93
2025 Q2	$638K	Hold	5,865	–	–	0.27%	79
2025 Q1	$609K	Sell	5,865 -194	-3%	-$20.5K	0.34%	69
2024 Q4	$629K	Sell	6,059 -115	-2%	-$12.6K	0.3%	84
2024 Q3	$669K	Hold	6,174	–	–	0.33%	75
2024 Q2	$603K	Sell	6,174 -453	-7%	-$44.6K	0.32%	75
2024 Q1	$674K	Hold	6,627	–	–	0.38%	72
2023 Q4	$622K	Sell	6,627 -1,566	-19%	-$136K	0.37%	82
2023 Q3	$698K	Sell	8,193 -673	-8%	-$59.7K	0.46%	67
2023 Q2	$791K	Sell	8,866 -327	-4%	-$28.2K	0.52%	54
2023 Q1	$803K	Sell	9,193 -419	-4%	-$37.9K	0.47%	60
2022 Q4	$854K	Sell	9,612 -612	-6%	-$53.5K	0.55%	50
2022 Q3	$818K	Sell	10,224 -509	-5%	-$44.7K	0.57%	51
2022 Q2	$900K	Sell	10,733 -3,240	-23%	-$289K	0.59%	47
2022 Q1	$1.33M	Sell	13,973 -19,335	-58%	-$1.78M	0.77%	33
2021 Q4	$3.2M	Buy	+33,308	New	+$3.12M	1.72%	10
2021 Q3	–	Sell	-43,310	Closed	-$3.89M	–	91
2021 Q2	$3.89M	Buy	43,310 +124	+0.3%	+$11.1K	2.78%	4
2021 Q1	$3.64M	Buy	43,186 +3,875	+10%	+$308K	2.94%	3
2020 Q4	$3.11K	Buy	+39,311	New	+$2.86M	1.41%	5

Other funds holding CZA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

HBW

Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Colonial River Investments's CZA Position: Q2 2026 in Review

Colonial River Investments reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 5.9% in Q2 2026, selling an estimated $36.3K and leaving 4,974 shares worth $610K. The position accounts for 0.17% of the portfolio, ranked #107.

Colonial River Investments first reported a position in CZA in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.89M in Q2 2021. 18 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

Colonial River Investments held 4,974 shares of Invesco Zacks Mid-Cap ETF worth $610K as of Q2 2026.
Colonial River Investments sold 310 Invesco Zacks Mid-Cap ETF shares in Q2 2026, an estimated $36.3K.
Invesco Zacks Mid-Cap ETF made up 0.17% of Colonial River Investments's portfolio in Q2 2026, its #107 holding.
Colonial River Investments first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Colonial River Investments's Invesco Zacks Mid-Cap ETF position peaked at $3.89M in Q2 2021.
18 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.