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GWN Securities’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

GWN Securities’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
2025
Q2 		– Sell
-6,832
Closed -$713K – 474
2025
Q1 		$713K Buy
+6,832
New +$721K 0.04% 363

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GWN Securities's CZA Position: Q2 2025 in Review

GWN Securities sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2025, closing a stake of 6,832 shares — an estimated $713K sold.

GWN Securities first reported a position in CZA in Q1 2025 and held it in 1 quarter. The position peaked at $713K in Q1 2025. 55 funds tracked by Wall St. Rank hold CZA as of Q2 2025.

  • GWN Securities reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 6,832 Invesco Zacks Mid-Cap ETF shares in Q2 2025, an estimated $713K.
  • GWN Securities first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Invesco Zacks Mid-Cap ETF position peaked at $713K in Q1 2025.
  • 55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.