Mariner
CZA icon

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
Q2 		– Sell
-1,936
Closed -$213K – 3600
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mariner's CZA Position: Q2 2026 in Review

Mariner sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2026, closing a stake of 1,936 shares — an estimated $213K sold.

Mariner first reported a position in CZA in Q4 2023 and held it in 10 quarters. The position peaked at $336K in Q3 2024. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

  • Mariner reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 1,936 Invesco Zacks Mid-Cap ETF shares in Q2 2026, an estimated $213K.
  • Mariner first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2023 and held it in 10 quarters.
  • Mariner's Invesco Zacks Mid-Cap ETF position peaked at $336K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.