Mission Wealth Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Mission Wealth Management’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	$297K	Sell	2,695 -482	-15%	-$54.9K	0.01%	610
2025 Q4	$352K	Sell	3,177 -508	-14%	-$56.1K	0.01%	576
2025 Q3	$405K	Hold	3,685	–	–	0.01%	534
2025 Q2	$393K	Hold	3,685	–	–	0.01%	534
2025 Q1	$383K	Hold	3,685	–	–	0.01%	517
2024 Q4	$383K	Hold	3,685	–	–	0.01%	495
2024 Q3	$399K	Hold	3,685	–	–	0.01%	476
2024 Q2	$360K	Hold	3,685	–	–	0.01%	492
2024 Q1	$375K	Hold	3,685	–	–	0.01%	505
2023 Q4	$346K	Hold	3,685	–	–	0.01%	448
2023 Q3	$314K	Hold	3,685	–	–	0.01%	439
2023 Q2	$329K	Hold	3,685	–	–	0.01%	436
2023 Q1	$322K	Hold	3,685	–	–	0.01%	429
2022 Q4	$328K	Hold	3,685	–	–	0.02%	405
2022 Q3	$295K	Hold	3,685	–	–	0.02%	398
2022 Q2	$309K	Hold	3,685	–	–	0.02%	388
2022 Q1	$350K	Hold	3,685	–	–	0.02%	380
2021 Q4	$354K	Buy	+3,685	New	+$345K	0.02%	391

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

Mission Wealth Management's CZA Position: Q1 2026 in Review

Mission Wealth Management reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 15% in Q1 2026, selling an estimated $54.9K and leaving 2,695 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #610.

Mission Wealth Management first reported a position in CZA in Q4 2021 and has held it in 18 quarters since. The position peaked at $405K in Q3 2025. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Mission Wealth Management held 2,695 shares of Invesco Zacks Mid-Cap ETF worth $297K as of Q1 2026.
Mission Wealth Management sold 482 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $54.9K.
Invesco Zacks Mid-Cap ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #610 holding.
Mission Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Mission Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $405K in Q3 2025.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.