Raymond James Financial’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Raymond James 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 Q2	$2.93M	Buy	23,897 +312	+1%	+$36.6K	﹤0.01%	3208
2026 Q1	$2.6M	Sell	23,585 -696	-3%	-$79.2K	﹤0.01%	3146
2025 Q4	$2.69M	Buy	24,281 +5,485	+29%	+$605K	﹤0.01%	3036
2025 Q3	$2.06M	Sell	18,796 -853	-4%	-$92.3K	﹤0.01%	3148
2025 Q2	$2.1M	Buy	19,649 +6,045	+44%	+$619K	﹤0.01%	3044
2025 Q1	$1.41M	Sell	13,604 -240	-2%	-$25.3K	﹤0.01%	3239
2024 Q4	$1.44M	Buy	+13,844	New	+$1.51M	﹤0.01%	3201

Other funds holding CZA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Raymond James Financial's CZA Position: Q2 2026 in Review

Raymond James Financial increased its Invesco Zacks Mid-Cap ETF (CZA) stake by 1.3% in Q2 2026, buying an estimated $36.6K and bringing the position to 23,897 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

Raymond James Financial first reported a position in CZA in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

Raymond James Financial held 23,897 shares of Invesco Zacks Mid-Cap ETF worth $2.93M as of Q2 2026.
Raymond James Financial bought 312 Invesco Zacks Mid-Cap ETF shares in Q2 2026, an estimated $36.6K.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3208 holding.
Raymond James Financial first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.