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Compass Financial Services’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Compass Financial Services’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 		– Sell
-388
Closed -$43K – 100
2025
Q4 		$43K Hold
388
– – 0.02% 106
2025
Q3 		$42.6K Buy
+388
New +$42K 0.02% 110

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

Compass Financial Services's CZA Position: Q1 2026 in Review

Compass Financial Services sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2026, closing a stake of 388 shares — an estimated $43K sold.

Compass Financial Services first reported a position in CZA in Q3 2025 and held it in 2 quarters. The position peaked at $43K in Q4 2025. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

  • Compass Financial Services reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 388 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $43K.
  • Compass Financial Services first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Compass Financial Services's Invesco Zacks Mid-Cap ETF position peaked at $43K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.