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 Q2	$330K	Hold	2,695	–	–	﹤0.01%	842
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

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

Mission Wealth Management's CZA Position: Q2 2026 in Review

Mission Wealth Management held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q2 2026 at 2,695 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Mission Wealth Management first reported a position in CZA in Q4 2021 and has held it in 19 quarters since. The position peaked at $405K in Q3 2025. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

Mission Wealth Management held 2,695 shares of Invesco Zacks Mid-Cap ETF worth $330K as of Q2 2026.
Mission Wealth Management left its Invesco Zacks Mid-Cap ETF share count unchanged in Q2 2026.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #842 holding.
Mission Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Mission Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $405K in Q3 2025.
58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.