T
CZA icon

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
Q2 		$70.5K Hold
575
– – 0.02% 263
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Tidemark's CZA Position: Q2 2026 in Review

Tidemark held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q2 2026 at 575 shares worth $70.5K. The position accounts for 0.02% of the portfolio, ranked #263.

Tidemark first reported a position in CZA in Q4 2023 and has held it in 11 quarters since. The position peaked at $335K in Q4 2023. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

  • Tidemark held 575 shares of Invesco Zacks Mid-Cap ETF worth $70.5K as of Q2 2026.
  • Tidemark left its Invesco Zacks Mid-Cap ETF share count unchanged in Q2 2026.
  • Invesco Zacks Mid-Cap ETF made up 0.02% of Tidemark's portfolio in Q2 2026, its #263 holding.
  • Tidemark first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's Invesco Zacks Mid-Cap ETF position peaked at $335K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.