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 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

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 $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return

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

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

Fidelity Investments's CZA Position: Q1 2026 in Review

Fidelity Investments held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q1 2026 at 2,210 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #3403.

Fidelity Investments first reported a position in CZA in Q4 2018 and has held it in 23 quarters since. The position peaked at $245K in Q4 2025. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Fidelity Investments held 2,210 shares of Invesco Zacks Mid-Cap ETF worth $243K as of Q1 2026.
Fidelity Investments left its Invesco Zacks Mid-Cap ETF share count unchanged in Q1 2026.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3403 holding.
Fidelity Investments first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2018 and has held it in 23 quarters since.
Fidelity Investments's Invesco Zacks Mid-Cap ETF position peaked at $245K in Q4 2025.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.