EH
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Equitable Holdings’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Equitable Holdings’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
2025
Q4 		– Sell
-8,180
Closed -$899K – 1602
2025
Q3 		$899K Buy
8,180
+46
+0.6% +$4.98K 0.01% 863
2025
Q2 		$868K Sell
8,134
-137
-2% -$14K 0.01% 840
2025
Q1 		$859K Sell
8,271
-183
-2% -$19.3K 0.01% 751
2024
Q4 		$878K Buy
8,454
+184
+2% +$20.1K 0.01% 706
2024
Q3 		$896K Buy
8,270
+580
+8% +$59.3K 0.01% 704
2024
Q2 		$751K Sell
7,690
-613
-7% -$60.4K 0.01% 716
2024
Q1 		$844K Buy
8,303
+100
+1% +$9.52K 0.01% 658
2023
Q4 		$770K Buy
8,203
+750
+10% +$65.1K 0.01% 644
2023
Q3 		$635K Buy
7,453
+1,943
+35% +$172K 0.01% 651
2023
Q2 		$492K Buy
5,510
+926
+20% +$79.8K 0.01% 708
2023
Q1 		$400K Sell
4,584
-233
-5% -$21.1K 0.01% 709
2022
Q4 		$428K Buy
4,817
+1,790
+59% +$156K 0.01% 652
2022
Q3 		$242K Hold
3,027
– – ﹤0.01% 748
2022
Q2 		$254K Sell
3,027
-128
-4% -$11.4K ﹤0.01% 746
2022
Q1 		$300K Sell
3,155
-1,236
-28% -$114K ﹤0.01% 714
2021
Q4 		$422K Hold
4,391
– – 0.01% 604
2021
Q3 		$395K Sell
4,391
-646
-13% -$59.6K 0.01% 591
2021
Q2 		$453K Sell
5,037
-40
-0.8% -$3.57K 0.01% 559
2021
Q1 		$428K Sell
5,077
-500
-9% -$39.8K 0.01% 544
2020
Q4 		$425K Sell
5,577
-1,710
-23% -$124K 0.01% 483
2020
Q3 		$480K Sell
7,287
-475
-6% -$31K 0.01% 431
2020
Q2 		$477K Sell
7,762
-1,768
-19% -$103K 0.01% 416
2020
Q1 		$505K Buy
9,530
+310
+3% +$21.7K 0.02% 365
2019
Q4 		$709K Buy
+9,220
New +$689K 0.02% 342

Other funds holding CZA

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
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
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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 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

Equitable Holdings's CZA Position: Q4 2025 in Review

Equitable Holdings sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2025, closing a stake of 8,180 shares — an estimated $899K sold.

Equitable Holdings first reported a position in CZA in Q4 2019 and held it in 24 quarters. The position peaked at $899K in Q3 2025. 61 funds tracked by Wall St. Rank hold CZA as of Q4 2025.

  • Equitable Holdings reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Equitable Holdings sold 8,180 Invesco Zacks Mid-Cap ETF shares in Q4 2025, an estimated $899K.
  • Equitable Holdings first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2019 and held it in 24 quarters.
  • Equitable Holdings's Invesco Zacks Mid-Cap ETF position peaked at $899K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2025.

Based on Equitable Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.