J.W. Cole Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

J.W. Cole 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	$674K	Buy	+5,496	New	+$644K	0.01%	904
2026 Q1	–	Sell	-6,295	Closed	-$697K	–	901
2025 Q4	$697K	Sell	6,295 -238	-4%	-$26.3K	0.02%	773
2025 Q3	$718K	Sell	6,533 -555	-8%	-$60.1K	0.01%	852
2025 Q2	$756K	Sell	7,088 -562	-7%	-$57.5K	0.02%	773
2025 Q1	$795K	Buy	+7,650	New	+$807K	0.02%	608
2020 Q4	–	Sell	-12,162	Closed	-$802K	–	681
2020 Q3	$802K	Buy	+12,162	New	+$793K	0.06%	301

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

J.W. Cole Advisors's CZA Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco Zacks Mid-Cap ETF (CZA) in Q2 2026: 5,496 shares worth $674K. The stake represents 0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CZA as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CZA in Q3 2020 and has held it in 6 quarters since. The position peaked at $802K in Q3 2020. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

J.W. Cole Advisors held 5,496 shares of Invesco Zacks Mid-Cap ETF worth $674K as of Q2 2026.
Invesco Zacks Mid-Cap ETF was a new J.W. Cole Advisors position in Q2 2026.
Invesco Zacks Mid-Cap ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #904 holding.
J.W. Cole Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2020 and has held it in 6 quarters since.
J.W. Cole Advisors's Invesco Zacks Mid-Cap ETF position peaked at $802K in Q3 2020.
58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.