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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
Q1 		$65.1K Buy
+582
New +$66.3K ﹤0.01% 796

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RA
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whittier Trust's CZA Position: Q1 2026 in Review

Whittier Trust opened a new position in Invesco Zacks Mid-Cap ETF (CZA) in Q1 2026: 582 shares worth $65.1K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings.

63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

  • Whittier Trust held 582 shares of Invesco Zacks Mid-Cap ETF worth $65.1K as of Q1 2026.
  • Invesco Zacks Mid-Cap ETF was a new Whittier Trust position in Q1 2026.
  • Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #796 holding.
  • 63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.