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

Northwestern Mutual 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	$49.5K	Hold	449	–	–	﹤0.01%	2437
2025 Q4	$49.8K	Hold	449	–	–	﹤0.01%	2402
2025 Q3	$49.3K	Hold	449	–	–	﹤0.01%	2324
2025 Q2	$47.9K	Hold	449	–	–	﹤0.01%	2275
2025 Q1	$46.6K	Hold	449	–	–	﹤0.01%	2200
2024 Q4	$46.6K	Hold	449	–	–	﹤0.01%	2211
2024 Q3	$48.6K	Buy	+449	New	+$45.9K	﹤0.01%	2165
2023 Q4	–	Sell	-6	Closed	-$511	–	3510
2023 Q3	$511	Hold	6	–	–	﹤0.01%	3118
2023 Q2	$535	Hold	6	–	–	﹤0.01%	3168
2023 Q1	$524	Hold	6	–	–	﹤0.01%	3102
2022 Q4	$533	Buy	+6	New	+$524	﹤0.01%	3124
2020 Q1	–	Sell	-750	Closed	-$58K	–	2587
2019 Q4	$58K	Buy	+750	New	+$56K	﹤0.01%	1413
2019 Q1	–	Sell	-3,578	Closed	-$211K	–	2557
2018 Q4	$211K	Buy	+3,578	New	+$229K	﹤0.01%	783

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 $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

Northwestern Mutual Wealth Management's CZA Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q1 2026 at 449 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

Northwestern Mutual Wealth Management first reported a position in CZA in Q4 2018 and has held it in 13 quarters since. The position peaked at $211K in Q4 2018. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Northwestern Mutual Wealth Management held 449 shares of Invesco Zacks Mid-Cap ETF worth $49.5K as of Q1 2026.
Northwestern Mutual Wealth Management left its Invesco Zacks Mid-Cap ETF share count unchanged in Q1 2026.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2437 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2018 and has held it in 13 quarters since.
Northwestern Mutual Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $211K in Q4 2018.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.