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 Q2	–	Sell	-2,834	Closed	-$312K	–	1017
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%	567
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Western Wealth Management's CZA Position: Q2 2026 in Review

Western Wealth Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2026, closing a stake of 2,834 shares — an estimated $312K sold.

Western Wealth Management first reported a position in CZA in Q2 2022 and held it in 15 quarters. The position peaked at $362K in Q3 2024. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

Western Wealth Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Western Wealth Management sold 2,834 Invesco Zacks Mid-Cap ETF shares in Q2 2026, an estimated $312K.
Western Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2022 and held it in 15 quarters.
Western Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $362K in Q3 2024.
58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.