Fidelity Investments’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Fidelity Investments’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	$292K	Buy	2,378 +168	+8%	+$19.7K	﹤0.01%	3499
2026 Q1	$243K	Hold	2,210	–	–	﹤0.01%	3403
2025 Q4	$245K	Hold	2,210	–	–	﹤0.01%	3344
2025 Q3	$243K	Hold	2,210	–	–	﹤0.01%	3284
2025 Q2	$236K	Buy	2,210 +182	+9%	+$18.6K	﹤0.01%	3248
2025 Q1	$211K	Hold	2,028	–	–	﹤0.01%	3225
2024 Q4	$211K	Buy	2,028 +229	+13%	+$25K	﹤0.01%	3247
2024 Q3	$195K	Hold	1,799	–	–	﹤0.01%	3211
2024 Q2	$176K	Hold	1,799	–	–	﹤0.01%	3075
2024 Q1	$183K	Buy	1,799 +300	+20%	+$28.6K	﹤0.01%	3061
2023 Q4	$141K	Sell	1,499 -4	-0.3%	-$347	﹤0.01%	3079
2023 Q3	$128K	Buy	1,503 +443	+42%	+$39.3K	﹤0.01%	3019
2023 Q2	$94.6K	Sell	1,060 -1	-0.1%	-$86	﹤0.01%	3185
2023 Q1	$92.6K	Sell	1,061 -38	-3%	-$3.43K	﹤0.01%	3232
2022 Q4	$97.7K	Sell	1,099 -38	-3%	-$3.32K	﹤0.01%	3222
2022 Q3	$91K	Sell	1,137 -3	-0.3%	-$264	﹤0.01%	3286
2022 Q2	$96K	Buy	1,140 +59	+5%	+$5.27K	﹤0.01%	3344
2022 Q1	$103K	Buy	1,081 +51	+5%	+$4.7K	﹤0.01%	3430
2021 Q4	$99K	Sell	1,030 -1	-0.1%	-$94	﹤0.01%	3095
2021 Q3	$93K	Buy	1,031 +365	+55%	+$33.6K	﹤0.01%	3096
2021 Q2	$60K	Buy	666 +614	+1,181%	+$54.9K	﹤0.01%	3127
2021 Q1	$4K	Buy	+52	New	+$4.13K	﹤0.01%	3580
2020 Q2	–	Sell	-2	Closed	–	–	3668
2020 Q1	$0	Buy	+2	New	+$140	﹤0.01%	3706
2019 Q1	–	Sell	-2	Closed	–	–	3676
2018 Q4	$0	Buy	+2	New	+$128	﹤0.01%	3599

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

Fidelity Investments's CZA Position: Q2 2026 in Review

Fidelity Investments increased its Invesco Zacks Mid-Cap ETF (CZA) stake by 7.6% in Q2 2026, buying an estimated $19.7K and bringing the position to 2,378 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #3499.

Fidelity Investments first reported a position in CZA in Q4 2018 and has held it in 24 quarters since. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

Fidelity Investments held 2,378 shares of Invesco Zacks Mid-Cap ETF worth $292K as of Q2 2026.
Fidelity Investments bought 168 Invesco Zacks Mid-Cap ETF shares in Q2 2026, an estimated $19.7K.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3499 holding.
Fidelity Investments first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.