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

Cetera Advisors’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
2024
Q1 		$555K Buy
+5,462
New +$520K ﹤0.01% 1530

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 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

Cetera Advisors's CZA Position: Q1 2024 in Review

Cetera Advisors opened a new position in Invesco Zacks Mid-Cap ETF (CZA) in Q1 2024: 5,462 shares worth $555K. The stake represents ﹤0.01% of the portfolio and ranks #1530 among its holdings.

55 funds tracked by Wall St. Rank hold CZA as of Q1 2024.

  • Cetera Advisors held 5,462 shares of Invesco Zacks Mid-Cap ETF worth $555K as of Q1 2024.
  • Invesco Zacks Mid-Cap ETF was a new Cetera Advisors position in Q1 2024.
  • Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1530 holding.
  • 55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.