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

Cedar 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
2021 Q2	–	Sell	-106	Closed	-$9K	–	269
2021 Q1	$9K	Sell	106 -1,303	-92%	-$104K	﹤0.01%	209
2020 Q4	$107K	Buy	1,409 +19	+1%	+$1.38K	0.06%	106
2020 Q3	$92K	Hold	1,390	–	–	0.06%	108
2020 Q2	$85K	Hold	1,390	–	–	0.06%	107
2020 Q1	$74K	Buy	+1,390	New	+$97.3K	0.05%	111

Other funds holding CZA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

CRI

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cedar Wealth Management's CZA Position: Q2 2021 in Review

Cedar Wealth Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2021, closing a stake of 106 shares — an estimated $9K sold.

Cedar Wealth Management first reported a position in CZA in Q1 2020 and held it in 5 quarters. The position peaked at $107K in Q4 2020. 63 funds tracked by Wall St. Rank hold CZA as of Q2 2021.

Cedar Wealth Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Cedar Wealth Management sold 106 Invesco Zacks Mid-Cap ETF shares in Q2 2021, an estimated $9K.
Cedar Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2020 and held it in 5 quarters.
Cedar Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $107K in Q4 2020.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2021.

Based on Cedar Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.