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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
Q2 		$31.1K Hold
254
– – ﹤0.01% 2680
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

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

Harbour Investments's CZA Position: Q2 2026 in Review

Harbour Investments held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q2 2026 at 254 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

Harbour Investments first reported a position in CZA in Q1 2021 and has held it in 21 quarters since. The position peaked at $169K in Q3 2024. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

  • Harbour Investments held 254 shares of Invesco Zacks Mid-Cap ETF worth $31.1K as of Q2 2026.
  • Harbour Investments left its Invesco Zacks Mid-Cap ETF share count unchanged in Q2 2026.
  • Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2680 holding.
  • Harbour Investments first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Invesco Zacks Mid-Cap ETF position peaked at $169K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.