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

Victory Financial Group’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	$460K	Sell	4,177 -112	-3%	-$12.8K	0.06%	197
2025 Q4	$475K	Sell	4,289 -928	-18%	-$102K	0.06%	191
2025 Q3	$573K	Sell	5,217 -61	-1%	-$6.6K	0.08%	135
2025 Q2	$563K	Sell	5,278 -60	-1%	-$6.14K	0.09%	116
2025 Q1	$555K	Sell	5,338 -867	-14%	-$91.4K	0.11%	99
2024 Q4	$645K	Buy	+6,205	New	+$678K	0.17%	70
2024 Q2	$593K	Sell	6,073 -366	-6%	-$36K	0.28%	40
2024 Q1	$655K	Sell	6,439 -3,319	-34%	-$316K	0.39%	28
2023 Q4	$915K	Buy	+9,758	New	+$847K	0.62%	27

Other funds holding CZA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

PSF

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Financial Group's CZA Position: Q1 2026 in Review

Victory Financial Group reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 2.6% in Q1 2026, selling an estimated $12.8K and leaving 4,177 shares worth $460K. The position accounts for 0.06% of the portfolio, ranked #197.

Victory Financial Group first reported a position in CZA in Q4 2023 and has held it in 9 quarters since. The position peaked at $915K in Q4 2023. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Victory Financial Group held 4,177 shares of Invesco Zacks Mid-Cap ETF worth $460K as of Q1 2026.
Victory Financial Group sold 112 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $12.8K.
Invesco Zacks Mid-Cap ETF made up 0.06% of Victory Financial Group's portfolio in Q1 2026, its #197 holding.
Victory Financial Group first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Victory Financial Group's Invesco Zacks Mid-Cap ETF position peaked at $915K in Q4 2023.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

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