American Portfolios Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

American Portfolios Advisors’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
2022 Q3	$160K	Sell	1,997 -443	-18%	-$38.9K	0.01%	1114
2022 Q2	$205K	Hold	2,440	–	–	0.01%	1038
2022 Q1	$232K	Hold	2,440	–	–	0.01%	1089
2021 Q4	$235K	Buy	2,440 +5	+0.2%	+$468	0.01%	1074
2021 Q3	$219K	Hold	2,435	–	–	0.01%	1070
2021 Q2	$219K	Sell	2,435 -100	-4%	-$8.93K	0.01%	1065
2021 Q1	$213K	Hold	2,535	–	–	0.01%	993
2020 Q4	$193K	Buy	2,535 +377	+17%	+$27.4K	0.01%	896
2020 Q3	$142K	Hold	2,158	–	–	0.01%	934
2020 Q2	$133K	Hold	2,158	–	–	0.01%	899
2020 Q1	$114K	Sell	2,158 -200	-8%	-$14K	0.01%	849
2019 Q4	$181K	Sell	2,358 -95	-4%	-$7.09K	0.01%	772
2019 Q3	$179K	Sell	2,453 -35	-1%	-$2.5K	0.01%	753
2019 Q2	$178K	Buy	2,488 +180	+8%	+$12.5K	0.02%	755
2019 Q1	$157K	Buy	2,308 +960	+71%	+$62.6K	0.01%	712
2018 Q4	$79.5K	Sell	1,348 -124	-8%	-$7.93K	0.01%	822
2018 Q3	$100K	Hold	1,472	–	–	0.01%	825
2018 Q2	$95.2K	Hold	1,472	–	–	0.01%	822
2018 Q1	$95.6K	Hold	1,472	–	–	0.01%	770
2017 Q4	$96.5K	Buy	+1,472	New	+$95.7K	0.02%	746

Other funds holding CZA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $206M AUM 17.72% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's CZA Position: Q3 2022 in Review

American Portfolios Advisors reduced its Invesco Zacks Mid-Cap ETF (CZA) stake by 18% in Q3 2022, selling an estimated $38.9K and leaving 1,997 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #1114.

American Portfolios Advisors first reported a position in CZA in Q4 2017 and has held it in 20 quarters since. The position peaked at $235K in Q4 2021. 56 funds tracked by Wall St. Rank hold CZA as of Q3 2022.

American Portfolios Advisors held 1,997 shares of Invesco Zacks Mid-Cap ETF worth $160K as of Q3 2022.
American Portfolios Advisors sold 443 Invesco Zacks Mid-Cap ETF shares in Q3 2022, an estimated $38.9K.
Invesco Zacks Mid-Cap ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1114 holding.
American Portfolios Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Invesco Zacks Mid-Cap ETF position peaked at $235K in Q4 2021.
56 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.