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Coppell Advisory Solutions’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Coppell Advisory Solutions’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
Q3 		– Sell
-11
Closed -$972 – 1273
2023
Q2 		$972 Buy
+11
New +$948 ﹤0.01% 1152

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 $982M AUM 15.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Coppell Advisory Solutions's CZA Position: Q3 2023 in Review

Coppell Advisory Solutions sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2023, closing a stake of 11 shares — an estimated $972 sold.

Coppell Advisory Solutions first reported a position in CZA in Q2 2023 and held it in 1 quarter. The position peaked at $972 in Q2 2023. 52 funds tracked by Wall St. Rank hold CZA as of Q3 2023.

  • Coppell Advisory Solutions reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 11 Invesco Zacks Mid-Cap ETF shares in Q3 2023, an estimated $972.
  • Coppell Advisory Solutions first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Coppell Advisory Solutions's Invesco Zacks Mid-Cap ETF position peaked at $972 in Q2 2023.
  • 52 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2023.

Based on Coppell Advisory Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.