Empirical Asset Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Empirical Asset Management’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	$1.97M	Buy	16,047 +793	+5%	+$92.9K	0.44%	55
2026 Q1	$1.68M	Sell	15,254 -672	-4%	-$76.5K	0.44%	48
2025 Q4	$1.76M	Buy	15,926 +6,105	+62%	+$674K	0.5%	42
2025 Q3	$1.08M	Buy	+9,821	New	+$1.06M	0.3%	83
2024 Q3	–	Sell	-7,341	Closed	-$717K	–	320
2024 Q2	$717K	Sell	7,341 -3,961	-35%	-$390K	0.27%	100
2024 Q1	$1.15M	Sell	11,302 -703	-6%	-$66.9K	0.55%	46
2023 Q4	$1.13M	Sell	12,005 -125	-1%	-$10.8K	0.92%	27
2023 Q3	$1.03M	Sell	12,130 -258	-2%	-$22.9K	0.9%	26
2023 Q2	$1.11M	Buy	12,388 +543	+5%	+$46.8K	0.98%	29
2023 Q1	$1.03M	Sell	11,845 -3,011	-20%	-$272K	0.99%	30
2022 Q4	$1.32M	Sell	14,856 -5	-0%	-$437	1.39%	12
2022 Q3	$1.19M	Sell	14,861 -655	-4%	-$57.5K	1.3%	18
2022 Q2	$1.3M	Sell	15,516 -907	-6%	-$81K	1.37%	14
2022 Q1	$1.56M	Buy	16,423 +1,564	+11%	+$144K	1.48%	17
2021 Q4	$1.43M	Buy	+14,859	New	+$1.39M	1.38%	16

Other funds holding CZA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

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

Empirical Asset Management's CZA Position: Q2 2026 in Review

Empirical Asset Management increased its Invesco Zacks Mid-Cap ETF (CZA) stake by 5.2% in Q2 2026, buying an estimated $92.9K and bringing the position to 16,047 shares worth $1.97M. The position accounts for 0.44% of the portfolio, ranked #55.

Empirical Asset Management first reported a position in CZA in Q4 2021 and has held it in 15 quarters since. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

Empirical Asset Management held 16,047 shares of Invesco Zacks Mid-Cap ETF worth $1.97M as of Q2 2026.
Empirical Asset Management bought 793 Invesco Zacks Mid-Cap ETF shares in Q2 2026, an estimated $92.9K.
Invesco Zacks Mid-Cap ETF made up 0.44% of Empirical Asset Management's portfolio in Q2 2026, its #55 holding.
Empirical Asset Management first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.