Western Wealth Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Western Wealth Management’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	$312K	Sell	2,834 -29	-1%	-$3.3K	0.01%	782
2025 Q4	$317K	Buy	2,863 +71	+3%	+$7.83K	0.01%	644
2025 Q3	$307K	Sell	2,792 -16	-0.6%	-$1.73K	0.02%	592
2025 Q2	$299K	Buy	2,808 +7	+0.2%	+$717	0.02%	552
2025 Q1	$291K	Sell	2,801 -486	-15%	-$51.3K	0.02%	539
2024 Q4	$341K	Sell	3,287 -58	-2%	-$6.34K	0.02%	484
2024 Q3	$362K	Sell	3,345 -23	-0.7%	-$2.35K	0.02%	544
2024 Q2	$329K	Sell	3,368 -40	-1%	-$3.94K	0.02%	465
2024 Q1	$347K	Buy	3,408 +73	+2%	+$6.95K	0.03%	463
2023 Q4	$313K	Buy	3,335 +59	+2%	+$5.12K	0.02%	539
2023 Q3	$279K	Buy	3,276 +391	+14%	+$34.7K	0.02%	527
2023 Q2	$257K	Buy	2,885 +165	+6%	+$14.2K	0.02%	544
2023 Q1	$237K	Buy	+2,720	New	+$246K	0.02%	564
2022 Q4	–	Sell	-3,974	Closed	-$318K	–	640
2022 Q3	$318K	Buy	3,974 +1,534	+63%	+$135K	0.02%	615
2022 Q2	$205K	Buy	+2,440	New	+$218K	0.01%	734

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

Western Wealth Management's CZA Position: Q1 2026 in Review

Western Wealth Management reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 1% in Q1 2026, selling an estimated $3.3K and leaving 2,834 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #782.

Western Wealth Management first reported a position in CZA in Q2 2022 and has held it in 15 quarters since. The position peaked at $362K in Q3 2024. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Western Wealth Management held 2,834 shares of Invesco Zacks Mid-Cap ETF worth $312K as of Q1 2026.
Western Wealth Management sold 29 Invesco Zacks Mid-Cap ETF shares in Q1 2026, an estimated $3.3K.
Invesco Zacks Mid-Cap ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #782 holding.
Western Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2022 and has held it in 15 quarters since.
Western Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $362K in Q3 2024.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.