Hazlett, Burt & Watson’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Hazlett, Burt & Watson’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	$348K	Sell	3,160 -275	-8%	-$31.3K	0.11%	181
2025 Q4	$381K	Hold	3,435	–	–	0.12%	164
2025 Q3	$378K	Hold	3,435	–	–	0.13%	149
2025 Q2	$367K	Hold	3,435	–	–	0.15%	136
2025 Q1	$358K	Sell	3,435 -424	-11%	-$44.7K	0.16%	129
2024 Q4	$402K	Hold	3,859	–	–	0.18%	120
2024 Q3	$418K	Sell	3,859 -262	-6%	-$26.8K	0.19%	120
2024 Q2	$403K	Hold	4,121	–	–	0.21%	105
2024 Q1	$420K	Sell	4,121 -220	-5%	-$20.9K	0.25%	80
2023 Q4	$407K	Buy	4,341 +3	+0.1%	+$260	0.27%	72
2023 Q3	$369K	Buy	4,338 +259	+6%	+$23K	0.28%	79
2023 Q2	$364K	Hold	4,079	–	–	0.27%	76
2023 Q1	$355K	Hold	4,079	–	–	0.29%	75
2022 Q4	$362K	Hold	4,079	–	–	0.32%	69
2022 Q3	$326K	Sell	4,079 -517	-11%	-$45.4K	0.32%	65
2022 Q2	$384K	Hold	4,596	–	–	0.35%	57
2022 Q1	$437K	Buy	+4,596	New	+$423K	0.35%	58

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

Hazlett, Burt & Watson's CZA Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 8% in Q1 2026, selling an estimated $31.3K and leaving 3,160 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #181.

Hazlett, Burt & Watson first reported a position in CZA in Q1 2022 and has held it in 17 quarters since. The position peaked at $437K in Q1 2022. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Hazlett, Burt & Watson held 3,160 shares of Invesco Zacks Mid-Cap ETF worth $348K as of Q1 2026.
Hazlett, Burt & Watson sold 275 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $31.3K.
Invesco Zacks Mid-Cap ETF made up 0.11% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #181 holding.
Hazlett, Burt & Watson first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's Invesco Zacks Mid-Cap ETF position peaked at $437K in Q1 2022.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.