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Independent Advisor Alliance’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Independent Advisor Alliance’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 		– Sell
-4,774
Closed -$526K – 1144
2026
Q1 		$526K Buy
+4,774
New +$544K 0.01% 1095
2025
Q1 		– Sell
-5,682
Closed -$590K – 900
2024
Q4 		$590K Buy
+5,682
New +$621K 0.01% 901

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

Independent Advisor Alliance's CZA Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2026, closing a stake of 4,774 shares — an estimated $526K sold.

Independent Advisor Alliance first reported a position in CZA in Q4 2024 and held it in 2 quarters. The position peaked at $590K in Q4 2024. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,774 Invesco Zacks Mid-Cap ETF shares in Q2 2026, an estimated $526K.
  • Independent Advisor Alliance first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco Zacks Mid-Cap ETF position peaked at $590K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.