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Private Advisor Group’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Private Advisor Group’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 		$239K Sell
2,167
-216
-9% -$24.6K ﹤0.01% 2354
2025
Q4 		$264K Sell
2,383
-228
-9% -$25.2K ﹤0.01% 2242
2025
Q3 		$287K Sell
2,611
-47
-2% -$5.09K ﹤0.01% 2120
2025
Q2 		$284K Sell
2,658
-124
-4% -$12.7K ﹤0.01% 2013
2025
Q1 		$289K Buy
2,782
+47
+2% +$4.96K ﹤0.01% 1899
2024
Q4 		$284K Buy
2,735
+158
+6% +$17.3K ﹤0.01% 1893
2024
Q3 		$279K Sell
2,577
-202
-7% -$20.6K ﹤0.01% 1993
2024
Q2 		$271K Hold
2,779
– – ﹤0.01% 1961
2024
Q1 		$283K Buy
2,779
+76
+3% +$7.24K ﹤0.01% 1887
2023
Q4 		$254K Sell
2,703
-1,078
-29% -$93.5K ﹤0.01% 1894
2023
Q3 		$322K Sell
3,781
-291
-7% -$25.8K ﹤0.01% 1578
2023
Q2 		$363K Sell
4,072
-50
-1% -$4.31K ﹤0.01% 1523
2023
Q1 		$360K Buy
+4,122
New +$373K ﹤0.01% 1475
2022
Q4 		– Sell
-4,061
Closed -$325K – 1724
2022
Q3 		$325K Sell
4,061
-300
-7% -$26.4K ﹤0.01% 1432
2022
Q2 		$366K Buy
4,361
+2
+0% +$179 ﹤0.01% 1549
2022
Q1 		$414K Buy
4,359
+158
+4% +$14.6K ﹤0.01% 1514
2021
Q4 		$404K Sell
4,201
-318
-7% -$29.8K ﹤0.01% 1571
2021
Q3 		$406K Buy
4,519
+23
+0.5% +$2.12K ﹤0.01% 1603
2021
Q2 		$404K Buy
4,496
+201
+5% +$18K ﹤0.01% 1498
2021
Q1 		$362K Sell
4,295
-900
-17% -$71.5K ﹤0.01% 1464
2020
Q4 		$395K Sell
5,195
-963
-16% -$70K ﹤0.01% 1334
2020
Q3 		$406K Hold
6,158
– – 0.01% 1141
2020
Q2 		$378K Sell
6,158
-2,407
-28% -$140K 0.01% 1122
2020
Q1 		$454K Sell
8,565
-3,105
-27% -$217K 0.01% 929
2019
Q4 		$898K Sell
11,670
-419
-3% -$31.3K 0.01% 807
2019
Q3 		$880K Sell
12,089
-1,899
-14% -$136K 0.01% 854
2019
Q2 		$1M Sell
13,988
-100
-0.7% -$6.97K 0.02% 743
2019
Q1 		$960K Buy
+14,088
New +$919K 0.02% 684
2018
Q4 		– Sell
-16,266
Closed -$1.11M – 1399
2018
Q3 		$1.11M Buy
16,266
+7,556
+87% +$512K 0.02% 639
2018
Q2 		$564K Buy
8,710
+1,099
+14% +$71.8K 0.01% 700
2018
Q1 		$494K Sell
7,611
-1,883
-20% -$124K 0.02% 667
2017
Q4 		$634K Sell
9,494
-3,741
-28% -$243K 0.03% 555
2017
Q3 		$840K Buy
13,235
+2,980
+29% +$183K 0.02% 637
2017
Q2 		$619K Buy
10,255
+1,350
+15% +$79.9K 0.02% 729
2017
Q1 		$515K Buy
8,905
+2,619
+42% +$149K 0.01% 816
2016
Q4 		$348K Buy
6,286
+107
+2% +$5.73K 0.01% 885
2016
Q3 		$324K Hold
6,179
– – 0.01% 797
2016
Q2 		$312K Sell
6,179
-220
-3% -$11K 0.01% 806
2016
Q1 		$312K Sell
6,399
-10,254
-62% -$467K 0.02% 753
2015
Q4 		$798K Sell
16,653
-13,826
-45% -$679K 0.04% 444
2015
Q3 		$1.44M Buy
30,479
+4,563
+18% +$228K 0.08% 280
2015
Q2 		$1.32M Buy
25,916
+8,460
+48% +$435K 0.06% 321
2015
Q1 		$895K Buy
17,456
+1,769
+11% +$88.4K 0.05% 375
2014
Q4 		$777K Buy
15,687
+1,482
+10% +$72.2K 0.05% 406
2014
Q3 		$686K Buy
14,205
+6,912
+95% +$338K 0.05% 417
2014
Q2 		$354K Buy
+7,293
New +$342K 0.03% 606

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
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Advisor Group's CZA Position: Q1 2026 in Review

Private Advisor Group reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 9.1% in Q1 2026, selling an estimated $24.6K and leaving 2,167 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

Private Advisor Group first reported a position in CZA in Q2 2014 and has held it in 46 quarters since. The position peaked at $1.44M in Q3 2015. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

  • Private Advisor Group held 2,167 shares of Invesco Zacks Mid-Cap ETF worth $239K as of Q1 2026.
  • Private Advisor Group sold 216 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $24.6K.
  • Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2354 holding.
  • Private Advisor Group first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2014 and has held it in 46 quarters since.
  • Private Advisor Group's Invesco Zacks Mid-Cap ETF position peaked at $1.44M in Q3 2015.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.