Truist Financial
CZA icon

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

Truist Financial’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 		$2.04M Buy
18,491
+1,352
+8% +$154K ﹤0.01% 1315
2025
Q4 		$1.9M Buy
17,139
+2,013
+13% +$222K ﹤0.01% 1320
2025
Q3 		$1.66M Buy
15,126
+680
+5% +$73.6K ﹤0.01% 1432
2025
Q2 		$1.54M Buy
14,446
+2,634
+22% +$270K ﹤0.01% 1403
2025
Q1 		$1.23M Buy
11,812
+570
+5% +$60.1K ﹤0.01% 1435
2024
Q4 		$1.17M Sell
11,242
-208
-2% -$22.7K ﹤0.01% 1474
2024
Q3 		$1.24M Hold
11,450
– – ﹤0.01% 1428
2024
Q2 		$1.12M Sell
11,450
-207
-2% -$20.4K ﹤0.01% 1553
2024
Q1 		$1.19M Buy
11,657
+3,334
+40% +$317K ﹤0.01% 1524
2023
Q4 		$781K Hold
8,323
– – ﹤0.01% 1734
2023
Q3 		$709K Buy
+8,323
New +$738K ﹤0.01% 1726

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
RA
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial's CZA Position: Q1 2026 in Review

Truist Financial increased its Invesco Zacks Mid-Cap ETF (CZA) stake by 7.9% in Q1 2026, buying an estimated $154K and bringing the position to 18,491 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Truist Financial first reported a position in CZA in Q3 2023 and has held it in 11 quarters since. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

  • Truist Financial held 18,491 shares of Invesco Zacks Mid-Cap ETF worth $2.04M as of Q1 2026.
  • Truist Financial bought 1,352 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $154K.
  • Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1315 holding.
  • Truist Financial first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.