Atlas Private Wealth Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-72	Closed	-$6K	–	277
2021 Q3	$6K	Hold	72	–	–	﹤0.01%	529
2021 Q2	$6K	Buy	72 +10	+16%	+$893	﹤0.01%	543
2021 Q1	$5K	Buy	62 +12	+24%	+$954	﹤0.01%	602
2020 Q4	$4K	Buy	50 +15	+43%	+$1.09K	﹤0.01%	551
2020 Q3	$2K	Buy	+35	New	+$2.28K	﹤0.01%	567

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 $71.6B AUM 21.08% 1-Year Est. Return

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

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

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $279M AUM 35.62% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Atlas Private Wealth Advisors's CZA Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2021, closing a stake of 72 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in CZA in Q3 2020 and held it in 5 quarters. The position peaked at $6K in Q3 2021. 61 funds tracked by Wall St. Rank hold CZA as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 72 Invesco Zacks Mid-Cap ETF shares in Q4 2021, an estimated $6K.
Atlas Private Wealth Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2020 and held it in 5 quarters.
Atlas Private Wealth Advisors's Invesco Zacks Mid-Cap ETF position peaked at $6K in Q3 2021.
61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.