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

Tidemark’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	$63.3K	Sell	575 -29	-5%	-$3.3K	0.02%	241
2025 Q4	$66.9K	Hold	604	–	–	0.02%	212
2025 Q3	$66.3K	Hold	604	–	–	0.02%	218
2025 Q2	$64.4K	Sell	604 -100	-14%	-$10.2K	0.02%	208
2025 Q1	$73.1K	Hold	704	–	–	0.03%	198
2024 Q4	$73.1K	Hold	704	–	–	0.03%	196
2024 Q3	$76.2K	Hold	704	–	–	0.03%	181
2024 Q2	$68.7K	Sell	704 -1,748	-71%	-$172K	0.03%	179
2024 Q1	$249K	Sell	2,452 -1,118	-31%	-$106K	0.14%	106
2023 Q4	$335K	Buy	+3,570	New	+$310K	0.21%	77

Other funds holding CZA

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

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

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors

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

Raymond James Financial

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return