First Heartland Consultants’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

First Heartland Consultants’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	$208K	Buy	+1,699	New	+$199K	0.01%	565
2025 Q4	–	Sell	-2,091	Closed	-$230K	–	537
2025 Q3	$230K	Hold	2,091	–	–	0.02%	473
2025 Q2	$223K	Hold	2,091	–	–	0.02%	448
2025 Q1	$217K	Sell	2,091 -400	-16%	-$42.2K	0.02%	412
2024 Q4	$259K	Buy	2,491 +12	+0.5%	+$1.31K	0.03%	378
2024 Q3	$268K	Hold	2,479	–	–	0.03%	365
2024 Q2	$242	Hold	2,479	–	–	0.02%	376
2024 Q1	$252K	Sell	2,479 -8	-0.3%	-$762	0.03%	363
2023 Q4	$233K	Sell	2,487 -323	-11%	-$28K	0.03%	332
2023 Q3	$239K	Sell	2,810 -289	-9%	-$25.6K	0.03%	335
2023 Q2	$277K	Hold	3,099	–	–	0.04%	309
2023 Q1	$271K	Hold	3,099	–	–	0.04%	296
2022 Q4	$276K	Buy	3,099 +15	+0.5%	+$1.31K	0.04%	294
2022 Q3	$246	Hold	3,084	–	–	0.02%	298
2022 Q2	$258K	Hold	3,084	–	–	0.04%	287
2022 Q1	$293K	Hold	3,084	–	–	0.05%	266
2021 Q4	$296	Buy	3,084 +8	+0.3%	+$749	0.01%	275
2021 Q3	$276K	Hold	3,076	–	–	0.04%	296
2021 Q2	$277K	Sell	3,076 -1,285	-29%	-$115K	0.04%	303
2021 Q1	$367K	Hold	4,361	–	–	0.06%	255
2020 Q4	$332K	Buy	4,361 +13	+0.3%	+$944	0.06%	224
2020 Q3	$287K	Hold	4,348	–	–	0.05%	216
2020 Q2	$267K	Hold	4,348	–	–	0.05%	225
2020 Q1	$230K	Hold	4,348	–	–	0.06%	214
2019 Q4	$335K	Hold	4,348	–	–	0.07%	219
2019 Q3	$317K	Hold	4,348	–	–	0.07%	220
2019 Q2	$311K	Hold	4,348	–	–	0.07%	207
2019 Q1	$296K	Hold	4,348	–	–	0.08%	205
2018 Q4	$256K	Hold	4,348	–	–	0.1%	195
2018 Q3	$296K	Hold	4,348	–	–	0.09%	190
2018 Q2	$281K	Hold	4,348	–	–	0.1%	194
2018 Q1	$282K	Buy	4,348 +9	+0.2%	+$595	0.08%	215
2017 Q4	$284K	Hold	4,339	–	–	0.09%	217
2017 Q3	$273K	Hold	4,339	–	–	0.07%	281
2017 Q2	$262K	Buy	+4,339	New	+$257K	0.07%	287
2017 Q1	–	Sell	-4,523	Closed	-$246K	–	332
2016 Q4	$246K	Hold	4,523	–	–	0.07%	277
2016 Q3	$241K	Hold	4,523	–	–	0.07%	272
2016 Q2	$229	Sell	4,523 -150	-3%	-$7.53K	0.03%	261
2016 Q1	$228K	Sell	4,673 -838	-15%	-$38.1K	0.09%	230
2015 Q4	$264K	Sell	5,511 -200	-4%	-$9.82K	0.1%	213
2015 Q3	$269K	Buy	5,711 +550	+11%	+$27.5K	0.11%	194
2015 Q2	$263	Hold	5,161	–	–	0.07%	207
2015 Q1	$265K	Buy	5,161 +6	+0.1%	+$300	0.1%	204
2014 Q4	$255K	Hold	5,155	–	–	0.11%	202
2014 Q3	$249K	Hold	5,155	–	–	0.11%	200
2014 Q2	$250K	Hold	5,155	–	–	0.11%	199
2014 Q1	$239K	Buy	+5,155	New	+$234K	0.12%	203
2013 Q4	–	Sell	-4,905	Closed	-$210K	–	208
2013 Q3	$210K	Sell	4,905 -700	-12%	-$29K	0.13%	195
2013 Q2	$223K	Buy	+5,605	New	+$220K	0.13%	183

Other funds holding CZA

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

First Heartland Consultants's CZA Position: Q2 2026 in Review

First Heartland Consultants opened a new position in Invesco Zacks Mid-Cap ETF (CZA) in Q2 2026: 1,699 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in CZA as recently as Q3 2025.

First Heartland Consultants first reported a position in CZA in Q2 2013 and has held it in 49 quarters since. The position peaked at $367K in Q1 2021. 3 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

First Heartland Consultants held 1,699 shares of Invesco Zacks Mid-Cap ETF worth $208K as of Q2 2026.
Invesco Zacks Mid-Cap ETF was a new First Heartland Consultants position in Q2 2026.
Invesco Zacks Mid-Cap ETF made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #565 holding.
First Heartland Consultants first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2013 and has held it in 49 quarters since.
First Heartland Consultants's Invesco Zacks Mid-Cap ETF position peaked at $367K in Q1 2021.
3 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.