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
Q2 		$2.27M Sell
18,474
-17
-0.1% -$1.99K ﹤0.01% 1316
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

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
EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

Truist Financial's CZA Position: Q2 2026 in Review

Truist Financial reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 0.09% in Q2 2026, selling an estimated $1.99K and leaving 18,474 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Truist Financial first reported a position in CZA in Q3 2023 and has held it in 12 quarters since. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

  • Truist Financial held 18,474 shares of Invesco Zacks Mid-Cap ETF worth $2.27M as of Q2 2026.
  • Truist Financial sold 17 Invesco Zacks Mid-Cap ETF shares in Q2 2026, an estimated $1.99K.
  • Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1316 holding.
  • Truist Financial first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.