International Assets Investment Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

International Assets Investment Management’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	$13.3K	Hold	108	–	–	﹤0.01%	1734
2026 Q1	$12K	Sell	108 -3	-3%	-$342	﹤0.01%	1637
2025 Q4	$12.3K	Buy	+111	New	+$12.2K	﹤0.01%	1606
2024 Q3	–	Sell	-126	Closed	-$12.3K	–	1892
2024 Q2	$12.3K	Buy	+126	New	+$12.4K	﹤0.01%	1606
2024 Q1	–	Sell	-3,551	Closed	-$333K	–	790
2023 Q4	$333K	Buy	+3,551	New	+$308K	0.04%	444

Other funds holding CZA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

EAM

Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

International Assets Investment Management's CZA Position: Q2 2026 in Review

International Assets Investment Management held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q2 2026 at 108 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

International Assets Investment Management first reported a position in CZA in Q4 2023 and has held it in 5 quarters since. The position peaked at $333K in Q4 2023. 39 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

International Assets Investment Management held 108 shares of Invesco Zacks Mid-Cap ETF worth $13.3K as of Q2 2026.
International Assets Investment Management left its Invesco Zacks Mid-Cap ETF share count unchanged in Q2 2026.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1734 holding.
International Assets Investment Management first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2023 and has held it in 5 quarters since.
International Assets Investment Management's Invesco Zacks Mid-Cap ETF position peaked at $333K in Q4 2023.
39 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.