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Flagship Harbor Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Flagship Harbor 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
Q2 		– Sell
-2,564
Closed -$282K – 756
2026
Q1 		$282K Sell
2,564
-69
-3% -$7.86K 0.01% 610
2025
Q4 		$292K Sell
2,633
-58
-2% -$6.4K 0.01% 570
2025
Q3 		$296K Buy
2,691
+35
+1% +$3.79K 0.01% 639
2025
Q2 		$283K Buy
2,656
+3
+0.1% +$307 0.01% 621
2025
Q1 		$276K Sell
2,653
-344
-11% -$36.3K 0.01% 604
2024
Q4 		$311K Sell
2,997
-78
-3% -$8.52K 0.02% 565
2024
Q3 		$333K Hold
3,075
– – 0.02% 518
2024
Q2 		$300K Buy
3,075
+177
+6% +$17.4K 0.02% 539
2024
Q1 		$295K Buy
2,898
+480
+20% +$45.7K 0.02% 529
2023
Q4 		$227K Buy
+2,418
New +$210K 0.02% 562
2020
Q4 		– Sell
-1,845
Closed -$121K – 795
2020
Q3 		$121K Sell
1,845
-605
-25% -$39.5K 0.02% 596
2020
Q2 		$150K Sell
2,450
-285
-10% -$16.6K 0.02% 525
2020
Q1 		$145K Sell
2,735
-395
-13% -$27.7K 0.03% 452
2019
Q4 		$241K Buy
3,130
+1,275
+69% +$95.2K 0.04% 396
2019
Q3 		$135K Buy
1,855
+630
+51% +$45.1K 0.03% 510
2019
Q2 		$87K Buy
1,225
+155
+14% +$10.8K 0.02% 604
2019
Q1 		$72K Buy
+1,070
New +$69.8K 0.01% 652

Other funds holding CZA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $242M AUM 27.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Flagship Harbor Advisors's CZA Position: Q2 2026 in Review

Flagship Harbor Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2026, closing a stake of 2,564 shares — an estimated $282K sold.

Flagship Harbor Advisors first reported a position in CZA in Q1 2019 and held it in 17 quarters. The position peaked at $333K in Q3 2024. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

  • Flagship Harbor Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 2,564 Invesco Zacks Mid-Cap ETF shares in Q2 2026, an estimated $282K.
  • Flagship Harbor Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2019 and held it in 17 quarters.
  • Flagship Harbor Advisors's Invesco Zacks Mid-Cap ETF position peaked at $333K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.