Spire Wealth Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Spire Wealth Management’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
2025 Q2	–	Sell	-143	Closed	-$14.9K	–	2414
2025 Q1	$14.9K	Hold	143	–	–	﹤0.01%	1711
2024 Q4	$14.9K	Buy	143 +1	+0.7%	+$109	﹤0.01%	1722
2024 Q3	$15.3K	Hold	142	–	–	﹤0.01%	1518
2024 Q2	$13.8K	Hold	142	–	–	﹤0.01%	1544
2024 Q1	$14.4K	Hold	142	–	–	﹤0.01%	1606
2023 Q4	$13K	Buy	142 +2	+1%	+$174	﹤0.01%	1673
2023 Q3	$11.9K	Hold	140	–	–	﹤0.01%	1680
2023 Q2	$12.5K	Hold	140	–	–	﹤0.01%	1739
2023 Q1	$12.2K	Buy	+140	New	+$12.7K	﹤0.01%	1780
2022 Q3	–	Sell	-137	Closed	-$12K	–	2256
2022 Q2	$12K	Hold	137	–	–	﹤0.01%	1851
2022 Q1	$13K	Buy	137 +1	+0.7%	+$92	﹤0.01%	1942
2021 Q4	$13K	Hold	136	–	–	﹤0.01%	2268
2021 Q3	$12K	Hold	136	–	–	﹤0.01%	2031
2021 Q2	$12K	Hold	136	–	–	﹤0.01%	2045
2021 Q1	$11K	Buy	+136	New	+$10.8K	﹤0.01%	2373

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

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

Spire Wealth Management's CZA Position: Q2 2025 in Review

Spire Wealth Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2025, closing a stake of 143 shares — an estimated $14.9K sold.

Spire Wealth Management first reported a position in CZA in Q1 2021 and held it in 15 quarters. The position peaked at $15.3K in Q3 2024. 55 funds tracked by Wall St. Rank hold CZA as of Q2 2025.

Spire Wealth Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 143 Invesco Zacks Mid-Cap ETF shares in Q2 2025, an estimated $14.9K.
Spire Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $15.3K in Q3 2024.
55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.