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

DB Wealth Management Group’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 Q4	$13.4K	Hold	143	–	–	0.01%	269
2023 Q3	$12.2K	Hold	143	–	–	0.01%	265
2023 Q2	$12.8K	Hold	143	–	–	0.01%	268
2023 Q1	$12.5K	Hold	143	–	–	0.01%	264
2022 Q4	$12.7K	Hold	143	–	–	0.01%	258
2022 Q3	$11K	Hold	143	–	–	0.01%	278
2022 Q2	$12K	Hold	143	–	–	0.01%	275
2022 Q1	$14K	Buy	143 +11	+8%	+$1.01K	0.01%	285
2021 Q4	$13K	Hold	132	–	–	0.01%	254
2021 Q3	$12K	Sell	132 -131	-50%	-$12.1K	0.01%	252
2021 Q2	$24K	Hold	263	–	–	0.02%	210
2021 Q1	$22K	Hold	263	–	–	0.02%	226
2020 Q4	$20K	Buy	+263	New	+$19.1K	0.01%	224

Other funds holding CZA

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

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

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

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

DB Wealth Management Group's CZA Position: Q4 2023 in Review

DB Wealth Management Group held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q4 2023 at 143 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #269.

DB Wealth Management Group first reported a position in CZA in Q4 2020 and has held it in 13 quarters since. The position peaked at $24K in Q2 2021. 61 funds tracked by Wall St. Rank hold CZA as of Q4 2023.

DB Wealth Management Group held 143 shares of Invesco Zacks Mid-Cap ETF worth $13.4K as of Q4 2023.
DB Wealth Management Group left its Invesco Zacks Mid-Cap ETF share count unchanged in Q4 2023.
Invesco Zacks Mid-Cap ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #269 holding.
DB Wealth Management Group first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Invesco Zacks Mid-Cap ETF position peaked at $24K in Q2 2021.
61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.