Clear Creek Financial Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Clear Creek Financial 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
2024 Q4	–	Sell	-1,912	Closed	-$207K	–	478
2024 Q3	$207K	Buy	+1,912	New	+$195K	0.02%	428
2023 Q1	–	Sell	-2,290	Closed	-$204K	–	310
2022 Q4	$204K	Buy	+2,290	New	+$200K	0.04%	271
2022 Q3	–	Sell	-3,049	Closed	-$256K	–	292
2022 Q2	$256K	Sell	3,049 -318	-9%	-$28.4K	0.05%	237
2022 Q1	$320K	Sell	3,367 -2,340	-41%	-$216K	0.05%	238
2021 Q4	$548K	Sell	5,707 -168	-3%	-$15.7K	0.08%	177
2021 Q3	$528K	Sell	5,875 -346	-6%	-$31.9K	0.08%	181
2021 Q2	$559K	Buy	+6,221	New	+$556K	0.09%	173
2021 Q1	–	Sell	-7,656	Closed	-$582K	–	89
2020 Q4	$582K	Buy	+7,656	New	+$556K	0.11%	169
2020 Q3	–	Sell	-11,756	Closed	-$722K	–	117
2020 Q2	$722K	Sell	11,756 -764	-6%	-$44.4K	0.19%	83
2020 Q1	$683K	Buy	+12,520	New	+$877K	0.26%	57

Other funds holding CZA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Clear Creek Financial Management's CZA Position: Q4 2024 in Review

Clear Creek Financial Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2024, closing a stake of 1,912 shares — an estimated $207K sold.

Clear Creek Financial Management first reported a position in CZA in Q1 2020 and held it in 10 quarters. The position peaked at $722K in Q2 2020. 55 funds tracked by Wall St. Rank hold CZA as of Q4 2024.

Clear Creek Financial Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Clear Creek Financial Management sold 1,912 Invesco Zacks Mid-Cap ETF shares in Q4 2024, an estimated $207K.
Clear Creek Financial Management first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2020 and held it in 10 quarters.
Clear Creek Financial Management's Invesco Zacks Mid-Cap ETF position peaked at $722K in Q2 2020.
55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2024.

Based on Clear Creek Financial Management's 13F filing for Q4 2024, filed 24 Jan 2025.