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

Harbour 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	$28K	Hold	254	–	–	﹤0.01%	2677
2025 Q4	$28.4K	Hold	254	–	–	﹤0.01%	2251
2025 Q3	$27.9K	Sell	254 -38	-13%	-$4.11K	﹤0.01%	2182
2025 Q2	$31.1K	Sell	292 -1,187	-80%	-$122K	﹤0.01%	2029
2025 Q1	$154K	Hold	1,479	–	–	﹤0.01%	1224
2024 Q4	$154K	Sell	1,479 -77	-5%	-$8.41K	﹤0.01%	1159
2024 Q3	$169K	Hold	1,556	–	–	0.01%	1085
2024 Q2	$152K	Hold	1,556	–	–	0.01%	1053
2024 Q1	$158K	Hold	1,556	–	–	0.01%	1014
2023 Q4	$146K	Buy	1,556 +390	+33%	+$33.8K	0.01%	985
2023 Q3	$99.3K	Hold	1,166	–	–	0.01%	1055
2023 Q2	$104K	Hold	1,166	–	–	0.01%	1047
2023 Q1	$102K	Hold	1,166	–	–	0.01%	1037
2022 Q4	$104K	Buy	1,166 +659	+130%	+$57.6K	0.01%	996
2022 Q3	$43K	Hold	507	–	–	﹤0.01%	1324
2022 Q2	$43K	Buy	+507	New	+$45.3K	﹤0.01%	1324
2021 Q4	$63K	Sell	654 -40	-6%	-$3.75K	﹤0.01%	1158
2021 Q3	$62K	Buy	694 +199	+40%	+$18.3K	﹤0.01%	1636
2021 Q2	$45K	Buy	495 +226	+84%	+$20.2K	﹤0.01%	1877
2021 Q1	$23K	Buy	+269	New	+$21.4K	﹤0.01%	2127

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 $71.6B AUM 21.08% 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 $38.8B AUM 21.88% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 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

Harbour Investments's CZA Position: Q1 2026 in Review

Harbour Investments held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q1 2026 at 254 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2677.

Harbour Investments first reported a position in CZA in Q1 2021 and has held it in 20 quarters since. The position peaked at $169K in Q3 2024. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Harbour Investments held 254 shares of Invesco Zacks Mid-Cap ETF worth $28K as of Q1 2026.
Harbour Investments left its Invesco Zacks Mid-Cap ETF share count unchanged in Q1 2026.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2677 holding.
Harbour Investments first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's Invesco Zacks Mid-Cap ETF position peaked at $169K in Q3 2024.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

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