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 Q2	$952K	Sell	7,763 -254	-3%	-$29.8K	﹤0.01%	1921
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

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

Jones Financial Companies's CZA Position: Q2 2026 in Review

Jones Financial Companies reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 3.2% in Q2 2026, selling an estimated $29.8K and leaving 7,763 shares worth $952K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Jones Financial Companies first reported a position in CZA in Q3 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

Jones Financial Companies held 7,763 shares of Invesco Zacks Mid-Cap ETF worth $952K as of Q2 2026.
Jones Financial Companies sold 254 Invesco Zacks Mid-Cap ETF shares in Q2 2026, an estimated $29.8K.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1921 holding.
Jones Financial Companies first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.