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Latest stock portfolios of the world's best investors and hedge funds
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Stocks ranked by hedge fund and large institutional investor activity
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Recent large buys and sells by hedge funds and large institutional investors
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Stocks ranked by analyst price target upside potential
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Latest analyst price targets & ratings by research analysts
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AWM
Axxcess Wealth Management’s
Invesco Zacks Mid-Cap ETF
CZA
Stock Holding History
Axxcess Wealth Management’s Portfolio
CZA Stock Details
CZA Fund Activity
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
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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