MML Investors Services’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

MML Investors Services’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	$1M	Buy	8,193 +1,226	+18%	+$144K	﹤0.01%	2016
2026 Q1	$767K	Sell	6,967 -1,562	-18%	-$178K	﹤0.01%	1945
2025 Q4	$945K	Buy	8,529 +412	+5%	+$45.5K	﹤0.01%	1827
2025 Q3	$892K	Sell	8,117 -929	-10%	-$101K	﹤0.01%	1811
2025 Q2	$965K	Sell	9,046 -25	-0.3%	-$2.56K	﹤0.01%	1682
2025 Q1	$942K	Buy	9,071 +146	+2%	+$15.4K	﹤0.01%	1618
2024 Q4	$927K	Buy	8,925 +664	+8%	+$72.5K	﹤0.01%	1556
2024 Q3	$895K	Sell	8,261 -1,581	-16%	-$162K	﹤0.01%	1506
2024 Q2	$961K	Sell	9,842 -2,910	-23%	-$287K	﹤0.01%	1426
2024 Q1	$1.3M	Sell	12,752 -4,471	-26%	-$426K	0.01%	1261
2023 Q4	$1.62M	Sell	17,223 -2,754	-14%	-$239K	0.01%	1110
2023 Q3	$1.7M	Buy	19,977 +113	+0.6%	+$10K	0.01%	959
2023 Q2	$1.77M	Buy	19,864 +141	+0.7%	+$12.1K	0.01%	959
2023 Q1	$1.72M	Sell	19,723 -1,546	-7%	-$140K	0.01%	842
2022 Q4	$1.89M	Buy	21,269 +914	+4%	+$79.9K	0.01%	845
2022 Q3	$1.63M	Buy	20,355 +1,504	+8%	+$132K	0.01%	837
2022 Q2	$1.58M	Buy	18,851 +4,297	+30%	+$384K	0.01%	846
2022 Q1	$1.38M	Buy	14,554 +829	+6%	+$76.4K	0.01%	944
2021 Q4	$1.32M	Buy	13,725 +164	+1%	+$15.4K	0.01%	944
2021 Q3	$1.22M	Sell	13,561 -73	-0.5%	-$6.73K	0.01%	939
2021 Q2	$1.23M	Sell	13,634 -17	-0.1%	-$1.52K	0.01%	917
2021 Q1	$1.15M	Buy	13,651 +304	+2%	+$24.2K	0.01%	862
2020 Q4	$1.02M	Sell	13,347 -1,795	-12%	-$130K	0.01%	829
2020 Q3	$998K	Sell	15,142 -2,069	-12%	-$135K	0.01%	765
2020 Q2	$1.06M	Sell	17,211 -1,791	-9%	-$104K	0.01%	698
2020 Q1	$1.01M	Buy	19,002 +4,645	+32%	+$325K	0.02%	618
2019 Q4	$1.1M	Sell	14,357 -2,447	-15%	-$183K	0.02%	680
2019 Q3	$1.22M	Sell	16,804 -12,397	-42%	-$887K	0.02%	601
2019 Q2	$2.09M	Buy	29,201 +2,694	+10%	+$188K	0.03%	481
2019 Q1	$1.81M	Buy	26,507 +6,170	+30%	+$403K	0.03%	501
2018 Q4	$1.2M	Buy	20,337 +1,287	+7%	+$82.3K	0.02%	587
2018 Q3	$1.3M	Buy	19,050 +3,525	+23%	+$239K	0.02%	589
2018 Q2	$1M	Buy	15,525 +2,323	+18%	+$152K	0.02%	560
2018 Q1	$857K	Buy	13,202 +8,031	+155%	+$531K	0.02%	599
2017 Q4	$339K	Buy	5,171 +1,095	+27%	+$71.2K	0.01%	1034
2017 Q3	$256K	Buy	+4,076	New	+$250K	0.01%	1086

Other funds holding CZA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

EAM

Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MML Investors Services's CZA Position: Q2 2026 in Review

MML Investors Services increased its Invesco Zacks Mid-Cap ETF (CZA) stake by 18% in Q2 2026, buying an estimated $144K and bringing the position to 8,193 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

MML Investors Services first reported a position in CZA in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.09M in Q2 2019. 31 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

MML Investors Services held 8,193 shares of Invesco Zacks Mid-Cap ETF worth $1M as of Q2 2026.
MML Investors Services bought 1,226 Invesco Zacks Mid-Cap ETF shares in Q2 2026, an estimated $144K.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2016 holding.
MML Investors Services first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2017 and has held it in 36 quarters since.
MML Investors Services's Invesco Zacks Mid-Cap ETF position peaked at $2.09M in Q2 2019.
31 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.