Barclays’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Barclays’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	-700,000	Closed	-$62.9M	–	4211
2021 Q3	$62.9M	Buy	+700,000	New	+$64.5M	0.03%	441

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

Barclays's CZA Position: Q4 2021 in Review

Barclays sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2021, closing a stake of 700,000 shares — an estimated $62.9M sold.

Barclays first reported a position in CZA in Q3 2021 and held it in 1 quarter. The position peaked at $62.9M in Q3 2021. 61 funds tracked by Wall St. Rank hold CZA as of Q4 2021.

Barclays reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
Barclays sold 700,000 Invesco Zacks Mid-Cap ETF shares in Q4 2021, an estimated $62.9M.
Barclays first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2021 and held it in 1 quarter.
Barclays's Invesco Zacks Mid-Cap ETF position peaked at $62.9M in Q3 2021.
61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.