Mariner’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Mariner’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	$213K	Sell	1,936 -75	-4%	-$8.54K	﹤0.01%	3133
2025 Q4	$223K	Sell	2,011 -49	-2%	-$5.41K	﹤0.01%	3088
2025 Q3	$226K	Sell	2,060 -13	-0.6%	-$1.41K	﹤0.01%	3067
2025 Q2	$221K	Buy	2,073 +13	+0.6%	+$1.33K	﹤0.01%	2969
2025 Q1	$214K	Hold	2,060	–	–	﹤0.01%	2942
2024 Q4	$214K	Sell	2,060 -1,044	-34%	-$114K	﹤0.01%	2949
2024 Q3	$336K	Buy	3,104 +1,024	+49%	+$105K	﹤0.01%	2471
2024 Q2	$203K	Sell	2,080 -134	-6%	-$13.2K	﹤0.01%	2787
2024 Q1	$225K	Sell	2,214 -26	-1%	-$2.48K	﹤0.01%	2664
2023 Q4	$210K	Buy	+2,240	New	+$194K	﹤0.01%	2650

Other funds holding CZA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Mariner's CZA Position: Q1 2026 in Review

Mariner reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 3.7% in Q1 2026, selling an estimated $8.54K and leaving 1,936 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #3133.

Mariner first reported a position in CZA in Q4 2023 and has held it in 10 quarters since. The position peaked at $336K in Q3 2024. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Mariner held 1,936 shares of Invesco Zacks Mid-Cap ETF worth $213K as of Q1 2026.
Mariner sold 75 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $8.54K.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #3133 holding.
Mariner first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Mariner's Invesco Zacks Mid-Cap ETF position peaked at $336K in Q3 2024.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.