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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RA
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Advisor Alliance's CZA Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco Zacks Mid-Cap ETF (CZA) in Q1 2026: 4,774 shares worth $526K. The stake represents 0.01% of the portfolio and ranks #1095 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in CZA as recently as Q4 2024.

Independent Advisor Alliance first reported a position in CZA in Q4 2024 and has held it in 2 quarters since. The position peaked at $590K in Q4 2024. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

  • Independent Advisor Alliance held 4,774 shares of Invesco Zacks Mid-Cap ETF worth $526K as of Q1 2026.
  • Invesco Zacks Mid-Cap ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco Zacks Mid-Cap ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1095 holding.
  • Independent Advisor Alliance first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Invesco Zacks Mid-Cap ETF position peaked at $590K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.