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

Birchcreek Wealth Management’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
Q2 		– Sell
-5,326
Closed -$465K – 133
2023
Q1 		$465K Buy
+5,326
New +$481K 0.37% 72

Other funds holding CZA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.1B AUM 20.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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

Birchcreek Wealth Management's CZA Position: Q2 2023 in Review

Birchcreek Wealth Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2023, closing a stake of 5,326 shares — an estimated $465K sold.

Birchcreek Wealth Management first reported a position in CZA in Q1 2023 and held it in 1 quarter. The position peaked at $465K in Q1 2023. 54 funds tracked by Wall St. Rank hold CZA as of Q2 2023.

  • Birchcreek Wealth Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Birchcreek Wealth Management sold 5,326 Invesco Zacks Mid-Cap ETF shares in Q2 2023, an estimated $465K.
  • Birchcreek Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Birchcreek Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $465K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2023.

Based on Birchcreek Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.