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EP Wealth Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

EP Wealth Advisors’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 		$1.22M Sell
11,053
-354
-3% -$40.3K 0.01% 585
2025
Q4 		$1.26M Buy
+11,407
New +$1.26M 0.01% 554
2025
Q2 		$1.3M Sell
12,203
-7,815
-39% -$800K 0.01% 513
2025
Q1 		$2.08M Sell
20,018
-324
-2% -$34.2K 0.02% 363
2024
Q4 		$2.11M Hold
20,342
– – 0.02% 350
2024
Q3 		$2.2M Hold
20,342
– – 0.02% 343
2024
Q2 		$1.99M Sell
20,342
-395
-2% -$38.9K 0.02% 281
2024
Q1 		$2.11M Hold
20,737
– – 0.02% 254
2023
Q4 		$1.95M Sell
20,737
-326
-2% -$28.3K 0.02% 261
2023
Q3 		$1.79M Buy
21,063
+15,380
+271% +$1.36M 0.03% 249
2023
Q2 		$2.1M Sell
5,683
-14,393
-72% -$1.24M 0.03% 229
2023
Q1 		$1.35M Sell
20,076
-3,573
-15% -$323K 0.02% 267
2022
Q4 		$2.1M Hold
23,649
– – 0.04% 220
2022
Q3 		$1.89M Sell
23,649
-1,000
-4% -$87.9K 0.04% 194
2022
Q2 		$2.07M Hold
24,649
– – 0.05% 190
2022
Q1 		$2.34M Sell
24,649
-861
-3% -$79.3K 0.05% 189
2021
Q4 		$2.45M Buy
25,510
+274
+1% +$25.7K 0.06% 168
2021
Q3 		$2.27M Hold
25,236
– – 0.06% 154
2021
Q2 		$2.27M Sell
25,236
-4,138
-14% -$370K 0.06% 168
2021
Q1 		$2.47M Sell
29,374
-38
-0.1% -$3.02K 0.08% 149
2020
Q4 		$2.24M Buy
29,412
+201
+0.7% +$14.6K 0.08% 122
2020
Q3 		$1.93M Sell
29,211
-177
-0.6% -$11.5K 0.08% 114
2020
Q2 		$1.81M Sell
29,388
-2,108
-7% -$122K 0.08% 125
2020
Q1 		$1.67M Sell
31,496
-107
-0.3% -$7.49K 0.08% 127
2019
Q4 		$2.43M Buy
31,603
+805
+3% +$60.1K 0.1% 119
2019
Q3 		$2.24M Buy
30,798
+210
+0.7% +$15K 0.11% 100
2019
Q2 		$2.19M Sell
30,588
-2,440
-7% -$170K 0.14% 79
2019
Q1 		$2.25M Sell
33,028
-2,521
-7% -$164K 0.22% 72
2018
Q4 		$2.1M Sell
35,549
-5,350
-13% -$342K 0.16% 79
2018
Q3 		$2.79M Buy
+40,899
New +$2.77M 0.22% 62

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 $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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 $1.1B AUM 20.77% 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

EP Wealth Advisors's CZA Position: Q1 2026 in Review

EP Wealth Advisors reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 3.1% in Q1 2026, selling an estimated $40.3K and leaving 11,053 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #585.

EP Wealth Advisors first reported a position in CZA in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.79M in Q3 2018. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

  • EP Wealth Advisors held 11,053 shares of Invesco Zacks Mid-Cap ETF worth $1.22M as of Q1 2026.
  • EP Wealth Advisors sold 354 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $40.3K.
  • Invesco Zacks Mid-Cap ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #585 holding.
  • EP Wealth Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2018 and has held it in 30 quarters since.
  • EP Wealth Advisors's Invesco Zacks Mid-Cap ETF position peaked at $2.79M in Q3 2018.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.