IMC Chicago’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

IMC Chicago’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	$3.89M	Buy	35,329 +7,339	+26%	+$836K	﹤0.01%	2006
2025 Q4	$3.1M	Buy	27,990 +11,848	+73%	+$1.31M	﹤0.01%	2082
2025 Q3	$1.77M	Buy	+16,142	New	+$1.75M	﹤0.01%	2316
2025 Q2	–	Sell	-25,289	Closed	-$2.63M	–	3345
2025 Q1	$2.63M	Buy	25,289 +7,343	+41%	+$775K	﹤0.01%	1627
2024 Q4	$1.86M	Buy	+17,946	New	+$1.96M	﹤0.01%	1923
2024 Q3	–	Sell	-11,991	Closed	-$1.17M	–	2813
2024 Q2	$1.17M	Sell	11,991 -19,185	-62%	-$1.89M	﹤0.01%	1867
2024 Q1	$3.17M	Buy	+31,176	New	+$2.97M	﹤0.01%	1146
2023 Q4	–	Sell	-17,696	Closed	-$1.51M	–	1833
2023 Q3	$1.51M	Buy	+17,696	New	+$1.57M	﹤0.01%	1078
2023 Q1	–	Sell	-13,570	Closed	-$1.21M	–	1296
2022 Q4	$1.21M	Buy	+13,570	New	+$1.19M	﹤0.01%	958
2022 Q2	–	Sell	-36,714	Closed	-$3.49M	–	1076
2022 Q1	$3.49M	Buy	+36,714	New	+$3.38M	﹤0.01%	629
2021 Q4	–	Sell	-29,304	Closed	-$2.63M	–	1193
2021 Q3	$2.63M	Buy	29,304 +14,407	+97%	+$1.33M	﹤0.01%	783
2021 Q2	$1.34M	Sell	14,897 -6,571	-31%	-$587K	﹤0.01%	850
2021 Q1	$1.81M	Buy	+21,468	New	+$1.71M	﹤0.01%	756
2020 Q3	–	Sell	-37,180	Closed	-$2.29M	–	951
2020 Q2	$2.29M	Buy	37,180 +8,225	+28%	+$478K	﹤0.01%	532
2020 Q1	$1.53M	Buy	+28,955	New	+$2.03M	﹤0.01%	559

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

IMC Chicago's CZA Position: Q1 2026 in Review

IMC Chicago increased its Invesco Zacks Mid-Cap ETF (CZA) stake by 26% in Q1 2026, buying an estimated $836K and bringing the position to 35,329 shares worth $3.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

IMC Chicago first reported a position in CZA in Q1 2020 and has held it in 15 quarters since. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

IMC Chicago held 35,329 shares of Invesco Zacks Mid-Cap ETF worth $3.89M as of Q1 2026.
IMC Chicago bought 7,339 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $836K.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of IMC Chicago's portfolio in Q1 2026, its #2006 holding.
IMC Chicago first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2020 and has held it in 15 quarters since.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on IMC Chicago's 13F filing for Q1 2026, filed 5 May 2026.