Axxcess Wealth Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$626K Buy
5,865
+1,098
+23% +$117K 0.01% 535
2025
Q1
$495K Sell
4,767
-1,292
-21% -$134K 0.01% 560
2024
Q4
$629K Sell
6,059
-6
-0.1% -$623 0.02% 497
2024
Q3
$657K Buy
6,065
+94
+2% +$10.2K 0.02% 490
2024
Q2
$583K Buy
+5,971
New +$583K 0.02% 495