Cetera Advisor Networks’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Cetera Advisor Networks’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
2022 Q2	–	Sell	-2,459	Closed	-$234K	–	2098
2022 Q1	$234K	Sell	2,459 -743	-23%	-$68.4K	﹤0.01%	1788
2021 Q4	$308K	Hold	3,202	–	–	﹤0.01%	1587
2021 Q3	$288K	Buy	3,202 +235	+8%	+$21.7K	﹤0.01%	1549
2021 Q2	$267K	Buy	+2,967	New	+$265K	﹤0.01%	1584
2020 Q3	–	Sell	-1,848	Closed	-$114K	–	1602
2020 Q2	$114K	Buy	+1,848	New	+$107K	﹤0.01%	1420

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

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

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 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

Cetera Advisor Networks's CZA Position: Q2 2022 in Review

Cetera Advisor Networks sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2022, closing a stake of 2,459 shares — an estimated $234K sold.

Cetera Advisor Networks first reported a position in CZA in Q2 2020 and held it in 5 quarters. The position peaked at $308K in Q4 2021. 60 funds tracked by Wall St. Rank hold CZA as of Q2 2022.

Cetera Advisor Networks reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Cetera Advisor Networks sold 2,459 Invesco Zacks Mid-Cap ETF shares in Q2 2022, an estimated $234K.
Cetera Advisor Networks first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2020 and held it in 5 quarters.
Cetera Advisor Networks's Invesco Zacks Mid-Cap ETF position peaked at $308K in Q4 2021.
60 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2022.

Based on Cetera Advisor Networks's 13F filing for Q2 2022, filed 11 Aug 2022.