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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Empirical Asset Management's CZA Position: Q1 2026 in Review

Empirical Asset Management reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 4.2% in Q1 2026, selling an estimated $76.5K and leaving 15,254 shares worth $1.68M. The position accounts for 0.44% of the portfolio, ranked #48.

Empirical Asset Management first reported a position in CZA in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.76M in Q4 2025. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Empirical Asset Management held 15,254 shares of Invesco Zacks Mid-Cap ETF worth $1.68M as of Q1 2026.
Empirical Asset Management sold 672 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $76.5K.
Invesco Zacks Mid-Cap ETF made up 0.44% of Empirical Asset Management's portfolio in Q1 2026, its #48 holding.
Empirical Asset Management first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
Empirical Asset Management's Invesco Zacks Mid-Cap ETF position peaked at $1.76M in Q4 2025.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.