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Whittier Trust’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Whittier Trust’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 		$72.1K Hold
582
– – ﹤0.01% 815
2026
Q1 		$65.1K Buy
+582
New +$66.3K ﹤0.01% 796

Other funds holding CZA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Whittier Trust's CZA Position: Q2 2026 in Review

Whittier Trust held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q2 2026 at 582 shares worth $72.1K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Whittier Trust first reported a position in CZA in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold CZA as of Q2 2026.

  • Whittier Trust held 582 shares of Invesco Zacks Mid-Cap ETF worth $72.1K as of Q2 2026.
  • Whittier Trust left its Invesco Zacks Mid-Cap ETF share count unchanged in Q2 2026.
  • Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #815 holding.
  • Whittier Trust first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.