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Principal Securities’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-410
Closed -$45K – 1824
2025
Q3 		$45K Hold
410
– – ﹤0.01% 1997
2025
Q2 		$43.7K Hold
410
– – ﹤0.01% 1953
2025
Q1 		$42.6K Hold
410
– – ﹤0.01% 1823
2024
Q4 		$42.6K Hold
410
– – ﹤0.01% 1820
2024
Q3 		$44.4K Hold
410
– – ﹤0.01% 1747
2024
Q2 		$40K Hold
410
– – ﹤0.01% 1722
2024
Q1 		$41.7K Hold
410
– – ﹤0.01% 1649
2023
Q4 		$38.5K Buy
+410
New +$35.6K ﹤0.01% 1604

Other funds holding CZA

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
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
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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 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
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Principal Securities's CZA Position: Q4 2025 in Review

Principal Securities sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2025, closing a stake of 410 shares — an estimated $45K sold.

Principal Securities first reported a position in CZA in Q4 2023 and held it in 8 quarters. The position peaked at $45K in Q3 2025. 61 funds tracked by Wall St. Rank hold CZA as of Q4 2025.

  • Principal Securities reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 410 Invesco Zacks Mid-Cap ETF shares in Q4 2025, an estimated $45K.
  • Principal Securities first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Invesco Zacks Mid-Cap ETF position peaked at $45K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.