Spectrum Wealth Advisory Group’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Spectrum Wealth Advisory 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 Q2	$71K	Buy	+579	New	+$67.8K	0.02%	118
2020 Q2	–	Sell	-6,204	Closed	-$330K	–	34
2020 Q1	$330K	Sell	6,204 -819	-12%	-$57.4K	0.71%	21
2019 Q4	$540K	Sell	7,023 -21	-0.3%	-$1.57K	0.97%	19
2019 Q3	$513K	Sell	7,044 -4,972	-41%	-$356K	1.02%	19
2019 Q2	$860K	Sell	12,016 -39,586	-77%	-$2.76M	1.76%	17
2019 Q1	$3.52M	Buy	+51,602	New	+$3.37M	5.5%	7

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Spectrum Wealth Advisory Group's CZA Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Invesco Zacks Mid-Cap ETF (CZA) in Q2 2026: 579 shares worth $71K. The stake represents 0.02% of the portfolio and ranks #118 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in CZA as recently as Q1 2020.

Spectrum Wealth Advisory Group first reported a position in CZA in Q1 2019 and has held it in 6 quarters since. The position peaked at $3.52M in Q1 2019. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

Spectrum Wealth Advisory Group held 579 shares of Invesco Zacks Mid-Cap ETF worth $71K as of Q2 2026.
Invesco Zacks Mid-Cap ETF was a new Spectrum Wealth Advisory Group position in Q2 2026.
Invesco Zacks Mid-Cap ETF made up 0.02% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #118 holding.
Spectrum Wealth Advisory Group first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2019 and has held it in 6 quarters since.
Spectrum Wealth Advisory Group's Invesco Zacks Mid-Cap ETF position peaked at $3.52M in Q1 2019.
58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.