UBS Group’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $77.3K | Buy |
+702
| New | +$79.9K | ﹤0.01% | 7123 |
|
|
2025
Q4 | – | Sell |
-7,634
| Closed | -$839K | – | 10608 |
|
|
2025
Q3 | $839K | Sell |
7,634
-19,600
| -72% | -$2.12M | ﹤0.01% | 5713 |
|
|
2025
Q2 | $2.91M | Buy |
27,234
+1,589
| +6% | +$163K | ﹤0.01% | 4428 |
|
|
2025
Q1 | $2.66M | Buy |
25,645
+24,161
| +1,628% | +$2.55M | ﹤0.01% | 4436 |
|
|
2024
Q4 | $154K | Buy |
1,484
+100
| +7% | +$10.9K | ﹤0.01% | 6614 |
|
|
2024
Q3 | $150K | Sell |
1,384
-1,510
| -52% | -$154K | ﹤0.01% | 6072 |
|
|
2024
Q2 | $283K | Buy |
2,894
+504
| +21% | +$49.6K | ﹤0.01% | 5422 |
|
|
2024
Q1 | $243K | Buy |
2,390
+581
| +32% | +$55.3K | ﹤0.01% | 5707 |
|
|
2023
Q4 | $170K | Buy |
1,809
+250
| +16% | +$21.7K | ﹤0.01% | 5875 |
|
|
2023
Q3 | $133K | Sell |
1,559
-5
| -0.3% | -$443 | ﹤0.01% | 5654 |
|
|
2023
Q2 | $140K | Sell |
1,564
-213
| -12% | -$18.3K | ﹤0.01% | 5745 |
|
|
2023
Q1 | $155K | Sell |
1,777
-2,451
| -58% | -$222K | ﹤0.01% | 5586 |
|
|
2022
Q4 | $376K | Buy |
4,228
+2,229
| +112% | +$195K | ﹤0.01% | 4942 |
|
|
2022
Q3 | $160K | Buy |
1,999
+67
| +3% | +$5.89K | ﹤0.01% | 5286 |
|
|
2022
Q2 | $162K | Buy |
1,932
+190
| +11% | +$17K | ﹤0.01% | 5081 |
|
|
2022
Q1 | $166K | Buy |
1,742
+170
| +11% | +$15.7K | ﹤0.01% | 5501 |
|
|
2021
Q4 | $151K | Sell |
1,572
-1,708
| -52% | -$160K | ﹤0.01% | 5929 |
|
|
2021
Q3 | $295K | Hold |
3,280
| – | – | ﹤0.01% | 5054 |
|
|
2021
Q2 | $295K | Sell |
3,280
-39
| -1% | -$3.48K | ﹤0.01% | 5094 |
|
|
2021
Q1 | $280K | Sell |
3,319
-194
| -6% | -$15.4K | ﹤0.01% | 5254 |
|
|
2020
Q4 | $267K | Sell |
3,513
-1,853
| -35% | -$135K | ﹤0.01% | 5049 |
|
|
2020
Q3 | $354K | Sell |
5,366
-2,096
| -28% | -$137K | ﹤0.01% | 4420 |
|
|
2020
Q2 | $459K | Sell |
7,462
-142,430
| -95% | -$8.27M | ﹤0.01% | 4210 |
|
|
2020
Q1 | $7.94M | Buy |
149,892
+46,569
| +45% | +$3.26M | ﹤0.01% | 1564 |
|
|
2019
Q4 | $7.95M | Sell |
103,323
-121
| -0.1% | -$9.04K | ﹤0.01% | 2157 |
|
|
2019
Q3 | $7.53M | Buy |
103,444
+8,406
| +9% | +$601K | ﹤0.01% | 2006 |
|
|
2019
Q2 | $6.8M | Buy |
95,038
+5,353
| +6% | +$373K | ﹤0.01% | 2076 |
|
|
2019
Q1 | $6.11M | Sell |
89,685
-1,435
| -2% | -$93.6K | ﹤0.01% | 2055 |
|
|
2018
Q4 | $5.37M | Sell |
91,120
-1,949
| -2% | -$125K | ﹤0.01% | 2083 |
|
|
2018
Q3 | $6.34M | Buy |
93,069
+2,117
| +2% | +$143K | ﹤0.01% | 2144 |
|
|
2018
Q2 | $5.88M | Buy |
90,952
+6,929
| +8% | +$453K | ﹤0.01% | 2200 |
|
|
2018
Q1 | $5.46M | Sell |
84,023
-24,949
| -23% | -$1.65M | ﹤0.01% | 2221 |
|
|
2017
Q4 | $7.14M | Buy |
108,972
+666
| +0.6% | +$43.3K | ﹤0.01% | 2016 |
|
|
2017
Q3 | $6.81M | Buy |
108,306
+4,163
| +4% | +$256K | ﹤0.01% | 1916 |
|
|
2017
Q2 | $6.28M | Buy |
104,143
+2,020
| +2% | +$120K | ﹤0.01% | 1933 |
|
|
2017
Q1 | $5.95M | Buy |
102,123
+2,001
| +2% | +$114K | ﹤0.01% | 1945 |
|
|
2016
Q4 | $5.45M | Buy |
100,122
+19,839
| +25% | +$1.06M | ﹤0.01% | 2018 |
|
|
2016
Q3 | $4.28M | Sell |
80,283
-593
| -0.7% | -$31.1K | ﹤0.01% | 2164 |
|
|
2016
Q2 | $4.1M | Sell |
80,876
-12,674
| -14% | -$636K | ﹤0.01% | 2121 |
|
|
2016
Q1 | $4.57M | Buy |
93,550
+13,780
| +17% | +$627K | ﹤0.01% | 1945 |
|
|
2015
Q4 | $3.82M | Sell |
79,770
-22,700
| -22% | -$1.12M | ﹤0.01% | 2201 |
|
|
2015
Q3 | $4.83M | Buy |
102,470
+5,175
| +5% | +$259K | ﹤0.01% | 1948 |
|
|
2015
Q2 | $4.95M | Buy |
97,295
+9,888
| +11% | +$508K | ﹤0.01% | 2092 |
|
|
2015
Q1 | $4.48M | Buy |
87,407
+4,612
| +6% | +$230K | ﹤0.01% | 2171 |
|
|
2014
Q4 | $4.1M | Buy |
+82,795
| New | +$4.03M | ﹤0.01% | 2266 |
|
Other funds holding CZA
RA
PSF
UBS Group's CZA Position: Q1 2026 in Review
UBS Group opened a new position in Invesco Zacks Mid-Cap ETF (CZA) in Q1 2026: 702 shares worth $77.3K. The stake represents ﹤0.01% of the portfolio and ranks #7123 among its holdings. This is a return to the name: UBS Group previously reported a position in CZA as recently as Q3 2025.
UBS Group first reported a position in CZA in Q4 2014 and has held it in 45 quarters since. The position peaked at $7.95M in Q4 2019. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.
- UBS Group held 702 shares of Invesco Zacks Mid-Cap ETF worth $77.3K as of Q1 2026.
- Invesco Zacks Mid-Cap ETF was a new UBS Group position in Q1 2026.
- Invesco Zacks Mid-Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7123 holding.
- UBS Group first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2014 and has held it in 45 quarters since.
- UBS Group's Invesco Zacks Mid-Cap ETF position peaked at $7.95M in Q4 2019.
- 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.