Creative Planning’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $275K | Sell |
2,499
-11
| -0.4% | -$1.25K | ﹤0.01% | 3484 |
|
|
2025
Q4 | $278K | Sell |
2,510
-336
| -12% | -$37.1K | ﹤0.01% | 3298 |
|
|
2025
Q3 | $313K | Sell |
2,846
-2,431
| -46% | -$263K | ﹤0.01% | 3106 |
|
|
2025
Q2 | $563K | Buy |
5,277
+1,500
| +40% | +$154K | ﹤0.01% | 2356 |
|
|
2025
Q1 | $392K | Hold |
3,777
| – | – | ﹤0.01% | 2516 |
|
|
2024
Q4 | $392K | Hold |
3,777
| – | – | ﹤0.01% | 2454 |
|
|
2024
Q3 | $409K | Hold |
3,777
| – | – | ﹤0.01% | 2276 |
|
|
2024
Q2 | $369K | Hold |
3,777
| – | – | ﹤0.01% | 2192 |
|
|
2024
Q1 | $384K | Hold |
3,777
| – | – | ﹤0.01% | 2048 |
|
|
2023
Q4 | $354K | Hold |
3,777
| – | – | ﹤0.01% | 1973 |
|
|
2023
Q3 | $322K | Hold |
3,777
| – | – | ﹤0.01% | 1878 |
|
|
2023
Q2 | $337K | Hold |
3,777
| – | – | ﹤0.01% | 1820 |
|
|
2023
Q1 | $330K | Sell |
3,777
-305
| -7% | -$27.6K | ﹤0.01% | 1745 |
|
|
2022
Q4 | $363K | Buy |
4,082
+597
| +17% | +$52.2K | ﹤0.01% | 1599 |
|
|
2022
Q3 | $279K | Hold |
3,485
| – | – | ﹤0.01% | 1693 |
|
|
2022
Q2 | $292K | Hold |
3,485
| – | – | ﹤0.01% | 1625 |
|
|
2022
Q1 | $331K | Hold |
3,485
| – | – | ﹤0.01% | 1563 |
|
|
2021
Q4 | $335K | Hold |
3,485
| – | – | ﹤0.01% | 1544 |
|
|
2021
Q3 | $313K | Hold |
3,485
| – | – | ﹤0.01% | 1567 |
|
|
2021
Q2 | $313K | Buy |
+3,485
| New | +$311K | ﹤0.01% | 1539 |
|
|
2019
Q4 | – | Sell |
-3,068
| Closed | -$223K | – | 2026 |
|
|
2019
Q3 | $223K | Sell |
3,068
-156
| -5% | -$11.2K | ﹤0.01% | 1540 |
|
|
2019
Q2 | $231K | Buy |
+3,224
| New | +$225K | ﹤0.01% | 1523 |
|
|
2017
Q3 | – | Sell |
-1,617
| Closed | -$98K | – | 2292 |
|
|
2017
Q2 | $98K | Sell |
1,617
-43
| -3% | -$2.54K | ﹤0.01% | 2010 |
|
|
2017
Q1 | $97K | Hold |
1,660
| – | – | ﹤0.01% | 1986 |
|
|
2016
Q4 | $90K | Buy |
1,660
+350
| +27% | +$18.8K | ﹤0.01% | 1938 |
|
|
2016
Q3 | $70K | Hold |
1,310
| – | – | ﹤0.01% | 2103 |
|
|
2016
Q2 | $66K | Hold |
1,310
| – | – | ﹤0.01% | 1948 |
|
|
2016
Q1 | $64K | Hold |
1,310
| – | – | ﹤0.01% | 1917 |
|
|
2015
Q4 | $63K | Hold |
1,310
| – | – | ﹤0.01% | 1928 |
|
|
2015
Q3 | $62K | Buy |
+1,310
| New | +$65.5K | ﹤0.01% | 1886 |
|
|
2015
Q2 | – | Sell |
-1,310
| Closed | -$67K | – | 1512 |
|
|
2015
Q1 | $67K | Hold |
1,310
| – | – | ﹤0.01% | 1805 |
|
|
2014
Q4 | $65K | Hold |
1,310
| – | – | ﹤0.01% | 1822 |
|
|
2014
Q3 | $63K | Buy |
1,310
+185
| +16% | +$9.04K | ﹤0.01% | 1757 |
|
|
2014
Q2 | $55K | Hold |
1,125
| – | – | ﹤0.01% | 1818 |
|
|
2014
Q1 | $52K | Hold |
1,125
| – | – | ﹤0.01% | 1776 |
|
|
2013
Q4 | $51K | Hold |
1,125
| – | – | ﹤0.01% | 1593 |
|
|
2013
Q3 | $48K | Hold |
1,125
| – | – | ﹤0.01% | 1530 |
|
|
2013
Q2 | $45K | Buy |
+1,125
| New | +$44.2K | ﹤0.01% | 1441 |
|
Other funds holding CZA
RA
PSF
Creative Planning's CZA Position: Q1 2026 in Review
Creative Planning reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 0.44% in Q1 2026, selling an estimated $1.25K and leaving 2,499 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #3484.
Creative Planning first reported a position in CZA in Q2 2013 and has held it in 38 quarters since. The position peaked at $563K in Q2 2025. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.
- Creative Planning held 2,499 shares of Invesco Zacks Mid-Cap ETF worth $275K as of Q1 2026.
- Creative Planning sold 11 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $1.25K.
- Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3484 holding.
- Creative Planning first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2013 and has held it in 38 quarters since.
- Creative Planning's Invesco Zacks Mid-Cap ETF position peaked at $563K in Q2 2025.
- 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.