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Aspire Private Capital’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Aspire Private Capital’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
2023
Q4 		– Sell
-350
Closed -$29.8K – 715
2023
Q3 		$29.8K Buy
+350
New +$31K 0.01% 267

Other funds holding CZA

JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Aspire Private Capital's CZA Position: Q4 2023 in Review

Aspire Private Capital sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2023, closing a stake of 350 shares — an estimated $29.8K sold.

Aspire Private Capital first reported a position in CZA in Q3 2023 and held it in 1 quarter. The position peaked at $29.8K in Q3 2023. 61 funds tracked by Wall St. Rank hold CZA as of Q4 2023.

  • Aspire Private Capital reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Aspire Private Capital sold 350 Invesco Zacks Mid-Cap ETF shares in Q4 2023, an estimated $29.8K.
  • Aspire Private Capital first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Aspire Private Capital's Invesco Zacks Mid-Cap ETF position peaked at $29.8K in Q3 2023.
  • 61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2023.

Based on Aspire Private Capital's 13F filing for Q4 2023, filed 1 Feb 2024.