HHM Wealth Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

HHM Wealth 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	$3.68K	Hold	30	–	–	﹤0.01%	761
2026 Q1	$3.31K	Hold	30	–	–	﹤0.01%	767
2025 Q4	$3.33K	Hold	30	–	–	﹤0.01%	747
2025 Q3	$3.3K	Hold	30	–	–	﹤0.01%	765
2025 Q2	$3.2K	Hold	30	–	–	﹤0.01%	726
2025 Q1	$3.12K	Hold	30	–	–	﹤0.01%	712
2024 Q4	$3.12K	Hold	30	–	–	﹤0.01%	714
2024 Q3	$3.25K	Hold	30	–	–	﹤0.01%	691
2024 Q2	$2.93K	Hold	30	–	–	﹤0.01%	683
2024 Q1	$3.05K	Hold	30	–	–	﹤0.01%	666
2023 Q4	$2.81K	Hold	30	–	–	﹤0.01%	671
2023 Q3	$2.56K	Hold	30	–	–	﹤0.01%	701
2023 Q2	$2.68K	Hold	30	–	–	﹤0.01%	716
2023 Q1	$2.62K	Hold	30	–	–	﹤0.01%	705
2022 Q4	$2.67K	Hold	30	–	–	﹤0.01%	580
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	596
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	702
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	648
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	609
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	572
2021 Q2	$3K	Buy	+30	New	+$2.68K	﹤0.01%	557

Other funds holding CZA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HHM Wealth Advisors's CZA Position: Q2 2026 in Review

HHM Wealth Advisors held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q2 2026 at 30 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

HHM Wealth Advisors first reported a position in CZA in Q2 2021 and has held it in 21 quarters since. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

HHM Wealth Advisors held 30 shares of Invesco Zacks Mid-Cap ETF worth $3.68K as of Q2 2026.
HHM Wealth Advisors left its Invesco Zacks Mid-Cap ETF share count unchanged in Q2 2026.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #761 holding.
HHM Wealth Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.