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Farther Finance Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Farther Finance 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 		– Sell
-3,140
Closed -$348K – 5789
2025
Q4 		$348K Hold
3,140
– – ﹤0.01% 1554
2025
Q3 		$345K Hold
3,140
– – 0.01% 1299
2025
Q2 		$335K Buy
3,140
+2,793
+805% +$286K 0.01% 1122
2025
Q1 		$36.1K Buy
+347
New +$36.6K ﹤0.01% 2072

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

Farther Finance Advisors's CZA Position: Q1 2026 in Review

Farther Finance Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2026, closing a stake of 3,140 shares — an estimated $348K sold.

Farther Finance Advisors first reported a position in CZA in Q1 2025 and held it in 4 quarters. The position peaked at $348K in Q4 2025. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

  • Farther Finance Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 3,140 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $348K.
  • Farther Finance Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2025 and held it in 4 quarters.
  • Farther Finance Advisors's Invesco Zacks Mid-Cap ETF position peaked at $348K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.