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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial's CZA Position: Q1 2026 in Review

Raymond James Financial reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 2.9% in Q1 2026, selling an estimated $79.2K and leaving 23,585 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3146.

Raymond James Financial first reported a position in CZA in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.69M in Q4 2025. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Raymond James Financial held 23,585 shares of Invesco Zacks Mid-Cap ETF worth $2.6M as of Q1 2026.
Raymond James Financial sold 696 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $79.2K.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3146 holding.
Raymond James Financial first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Invesco Zacks Mid-Cap ETF position peaked at $2.69M in Q4 2025.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.