Savant Capital’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Savant Capital’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	$748K	Sell	6,793 -366	-5%	-$41.7K	﹤0.01%	725
2025 Q4	$793K	Hold	7,159	–	–	﹤0.01%	655
2025 Q3	$786K	Hold	7,159	–	–	﹤0.01%	643
2025 Q2	$764K	Sell	7,159 -425	-6%	-$43.5K	0.01%	611
2025 Q1	$788K	Hold	7,584	–	–	0.01%	548
2024 Q4	$788K	Hold	7,584	–	–	0.01%	737
2024 Q3	$821K	Hold	7,584	–	–	0.01%	711
2024 Q2	$740K	Sell	7,584 -1,028	-12%	-$101K	0.01%	680
2024 Q1	$876K	Hold	8,612	–	–	0.01%	581
2023 Q4	$808K	Sell	8,612 -142	-2%	-$12.3K	0.01%	459
2023 Q3	$746K	Hold	8,754	–	–	0.01%	450
2023 Q2	$781K	Buy	+8,754	New	+$754K	0.01%	430

Other funds holding CZA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Savant Capital's CZA Position: Q1 2026 in Review

Savant Capital reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 5.1% in Q1 2026, selling an estimated $41.7K and leaving 6,793 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Savant Capital first reported a position in CZA in Q2 2023 and has held it in 12 quarters since. The position peaked at $876K in Q1 2024. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Savant Capital held 6,793 shares of Invesco Zacks Mid-Cap ETF worth $748K as of Q1 2026.
Savant Capital sold 366 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $41.7K.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #725 holding.
Savant Capital first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Savant Capital's Invesco Zacks Mid-Cap ETF position peaked at $876K in Q1 2024.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.