Well Done LLC’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Well Done LLC’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 Q3	$896K	Hold	7,580	–	–	0.12%	96
2026 Q2	$929K	Sell	7,580 -7,946	-51%	-$931K	0.13%	91
2026 Q1	$1.71M	Sell	15,526 -9	-0.1%	-$1.02K	0.25%	61
2025 Q4	$1.72M	Hold	15,535	–	–	0.26%	57
2025 Q3	$1.71M	Hold	15,535	–	–	0.29%	56
2025 Q2	$1.66M	Sell	15,535 -250	-2%	-$25.6K	0.31%	53
2025 Q1	$1.64M	Hold	15,785	–	–	0.3%	50
2024 Q4	$1.71M	Hold	15,785	–	–	0.31%	51
2024 Q3	$1.71M	Sell	15,785 -502	-3%	-$51.3K	0.31%	51
2024 Q2	$1.59M	Sell	16,287 -309	-2%	-$30.4K	0.33%	50
2024 Q1	$1.69M	Hold	16,596	–	–	0.33%	48
2023 Q4	$1.56M	Hold	16,596	–	–	0.3%	53
2023 Q3	$1.41M	Hold	16,596	–	–	0.31%	49
2023 Q2	$1.48M	Hold	16,596	–	–	0.31%	50
2023 Q1	$1.45M	Sell	16,596 -492	-3%	-$44.5K	0.31%	50
2022 Q4	$1.52M	Hold	17,088	–	–	0.33%	51
2022 Q3	$1.37M	Hold	17,088	–	–	0.33%	51
2022 Q2	$1.43M	Hold	17,088	–	–	0.32%	55
2022 Q1	$1.62M	Sell	17,088 -82	-0.5%	-$7.55K	0.32%	54
2021 Q4	$1.65M	Hold	17,170	–	–	0.33%	52
2021 Q3	$1.54M	Hold	17,170	–	–	0.34%	51
2021 Q2	$1.54M	Sell	17,170 -33	-0.2%	-$2.95K	0.34%	48
2021 Q1	$1.45M	Hold	17,203	–	–	0.33%	53
2020 Q4	$1.31M	Buy	17,203 +1,503	+10%	+$109K	0.32%	45
2020 Q3	$1.04M	Hold	15,700	–	–	0.29%	49
2020 Q2	$965K	Sell	15,700 -21,571	-58%	-$1.25M	0.27%	57
2020 Q1	$1.97M	Sell	37,271 -33,669	-47%	-$2.36M	0.6%	32
2019 Q4	$5.46M	Sell	70,940 -4,548	-6%	-$340K	1.26%	21
2019 Q3	$5.5M	Buy	75,488 +8,084	+12%	+$578K	1.35%	18
2019 Q2	$4.82M	Buy	67,404 +3,059	+5%	+$213K	1.13%	24
2019 Q1	$4.38M	Hold	64,345	–	–	1.08%	25
2018 Q4	$3.8M	Buy	64,345 +238	+0.4%	+$15.2K	1.07%	19
2018 Q3	$4.37M	Hold	64,107	–	–	1.23%	18
2018 Q2	$4.15M	Buy	+64,107	New	+$4.19M	1.24%	17
2018 Q1	–	Sell	-64,018	Closed	-$4.2M	–	588
2017 Q4	$4.2M	Buy	64,018 +1,257	+2%	+$81.7K	1.37%	21
2017 Q3	$3.95M	Sell	62,761 -212	-0.3%	-$13K	1.21%	21
2017 Q2	$3.8M	Buy	62,973 +2,129	+3%	+$126K	1.33%	21
2017 Q1	$3.54M	Buy	60,844 +26,005	+75%	+$1.48M	1.26%	25
2016 Q4	$1.9M	Sell	34,839 -520	-1%	-$27.9K	0.72%	31
2016 Q3	$1.88M	Hold	35,359	–	–	0.68%	29
2016 Q2	$1.79M	Buy	35,359 +8,280	+31%	+$415K	0.65%	28
2016 Q1	$1.32M	Sell	27,079 -42,150	-61%	-$1.92M	0.48%	32
2015 Q4	$3.32M	Buy	+69,229	New	+$3.4M	1.17%	19

Other funds holding CZA

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Well Done LLC's CZA Position: Q3 2026 in Review

Well Done LLC held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q3 2026 at 7,580 shares worth $896K. The position accounts for 0.12% of the portfolio, ranked #96.

Well Done LLC first reported a position in CZA in Q4 2015 and has held it in 43 quarters since. The position peaked at $5.5M in Q3 2019. 4 funds tracked by Wall St. Rank hold CZA as of Q3 2026.

Well Done LLC held 7,580 shares of Invesco Zacks Mid-Cap ETF worth $896K as of Q3 2026.
Well Done LLC left its Invesco Zacks Mid-Cap ETF share count unchanged in Q3 2026.
Invesco Zacks Mid-Cap ETF made up 0.12% of Well Done LLC's portfolio in Q3 2026, its #96 holding.
Well Done LLC first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
Well Done LLC's Invesco Zacks Mid-Cap ETF position peaked at $5.5M in Q3 2019.
4 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2026.

Based on Well Done LLC's 13F filing for Q3 2026, filed 20 Oct 2026.