PSF
CZA icon

Pacific Sun Financial’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Pacific Sun Financial’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 		$2.15M Sell
19,502
-60
-0.3% -$6.83K 1.04% 17
2025
Q4 		$2.17M Sell
19,562
-250
-1% -$27.6K 1.04% 19
2025
Q3 		$2.18M Sell
19,812
-220
-1% -$23.8K 1.05% 19
2025
Q2 		$2.14M Sell
20,032
-470
-2% -$48.1K 1.12% 18
2025
Q1 		$2.13M Sell
20,502
-50
-0.2% -$5.27K 1.21% 15
2024
Q4 		$2.14M Sell
20,552
-110
-0.5% -$12K 1.16% 19
2024
Q3 		$2.24M Sell
20,662
-290
-1% -$29.6K 1.23% 18
2024
Q2 		$2.05M Hold
20,952
– – 1.21% 20
2024
Q1 		$2.13M Hold
20,952
– – 1.24% 19
2023
Q4 		$1.97M Sell
20,952
-204
-1% -$17.7K 1.24% 19
2023
Q3 		$1.8M Sell
21,156
-400
-2% -$35.5K 1.25% 19
2023
Q2 		$1.88M Buy
+21,556
New +$1.86M 1.26% 19
2022
Q4 		$1.91M Sell
21,526
-2,170
-9% -$190K 1.35% 18
2022
Q3 		$1.9M Sell
23,696
-60
-0.3% -$5.27K 1.33% 18
2022
Q2 		$1.99M Sell
23,756
-320
-1% -$28.6K 1.31% 19
2022
Q1 		$2.29M Sell
24,076
-90
-0.4% -$8.29K 1.25% 20
2021
Q4 		$2.32M Buy
24,166
+2
+0% +$187 1.24% 19
2021
Q3 		$2.17M Buy
+24,164
New +$2.23M 1.25% 20
2020
Q3 		$1.66M Sell
25,159
-400
-2% -$26.1K 1.38% 18
2020
Q2 		$1.57M Buy
25,559
+185
+0.7% +$10.7K 1.42% 17
2020
Q1 		$1.34M Buy
25,374
+1,251
+5% +$87.6K 1.54% 14
2019
Q4 		$1.86M Buy
24,123
+40
+0.2% +$2.99K 1.64% 11
2019
Q3 		$1.75M Buy
24,083
+510
+2% +$36.5K 1.65% 12
2019
Q2 		$1.69M Buy
+23,573
New +$1.64M 1.61% 12
2018
Q2 		$1.51M Buy
+22,056
New +$1.44M 1.55% 16

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Pacific Sun Financial's CZA Position: Q1 2026 in Review

Pacific Sun Financial reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 0.31% in Q1 2026, selling an estimated $6.83K and leaving 19,502 shares worth $2.15M. The position accounts for 1.04% of the portfolio, ranked #17.

Pacific Sun Financial first reported a position in CZA in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.32M in Q4 2021. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

  • Pacific Sun Financial held 19,502 shares of Invesco Zacks Mid-Cap ETF worth $2.15M as of Q1 2026.
  • Pacific Sun Financial sold 60 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $6.83K.
  • Invesco Zacks Mid-Cap ETF made up 1.04% of Pacific Sun Financial's portfolio in Q1 2026, its #17 holding.
  • Pacific Sun Financial first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2018 and has held it in 25 quarters since.
  • Pacific Sun Financial's Invesco Zacks Mid-Cap ETF position peaked at $2.32M in Q4 2021.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.