Jones Financial Companies
CZA icon

Jones Financial Companies’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Jones Financial Companies’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 		$862K Buy
8,017
+2,919
+57% +$332K ﹤0.01% 1784
2025
Q4 		$565K Buy
5,098
+559
+12% +$61.7K ﹤0.01% 1468
2025
Q3 		$495K Buy
4,539
+920
+25% +$99.6K ﹤0.01% 1401
2025
Q2 		$385K Buy
3,619
+1,416
+64% +$145K ﹤0.01% 1385
2025
Q1 		$227K Buy
2,203
+623
+39% +$65.7K ﹤0.01% 1447
2024
Q4 		$164K Buy
1,580
+1,005
+175% +$110K ﹤0.01% 1436
2024
Q3 		$62.2K Buy
+575
New +$58.8K ﹤0.01% 1566

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

Jones Financial Companies's CZA Position: Q1 2026 in Review

Jones Financial Companies increased its Invesco Zacks Mid-Cap ETF (CZA) stake by 57% in Q1 2026, buying an estimated $332K and bringing the position to 8,017 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Jones Financial Companies first reported a position in CZA in Q3 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

  • Jones Financial Companies held 8,017 shares of Invesco Zacks Mid-Cap ETF worth $862K as of Q1 2026.
  • Jones Financial Companies bought 2,919 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $332K.
  • Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1784 holding.
  • Jones Financial Companies first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.