Domani Wealth’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Domani Wealth’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 Q1	$746K	Hold	8,546	–	–	0.17%	61
2022 Q4	$760K	Sell	8,546 -330	-4%	-$28.8K	0.19%	57
2022 Q3	$710K	Sell	8,876 -130	-1%	-$11.4K	0.21%	48
2022 Q2	$755K	Hold	9,006	–	–	0.21%	51
2022 Q1	$856K	Hold	9,006	–	–	0.19%	55
2021 Q4	$866K	Buy	9,006 +621	+7%	+$58.2K	0.17%	51
2021 Q3	$754K	Sell	8,385 -1,523	-15%	-$140K	0.16%	52
2021 Q2	$891K	Sell	9,908 -3,522	-26%	-$315K	0.18%	48
2021 Q1	$1.13M	Sell	13,430 -3,235	-19%	-$257K	0.22%	45
2020 Q4	$1.27M	Sell	16,665 -5,465	-25%	-$397K	0.26%	40
2020 Q3	$1.46M	Sell	22,130 -7,161	-24%	-$467K	0.32%	34
2020 Q2	$1.8M	Sell	29,291 -14,762	-34%	-$857K	0.42%	32
2020 Q1	$2.33M	Buy	+44,053	New	+$3.08M	0.62%	25

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Domani Wealth's CZA Position: Q1 2023 in Review

Domani Wealth held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q1 2023 at 8,546 shares worth $746K. The position accounts for 0.17% of the portfolio, ranked #61.

Domani Wealth first reported a position in CZA in Q1 2020 and has held it in 13 quarters since. The position peaked at $2.33M in Q1 2020. 56 funds tracked by Wall St. Rank hold CZA as of Q1 2023.

Domani Wealth held 8,546 shares of Invesco Zacks Mid-Cap ETF worth $746K as of Q1 2023.
Domani Wealth left its Invesco Zacks Mid-Cap ETF share count unchanged in Q1 2023.
Invesco Zacks Mid-Cap ETF made up 0.17% of Domani Wealth's portfolio in Q1 2023, its #61 holding.
Domani Wealth first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2020 and has held it in 13 quarters since.
Domani Wealth's Invesco Zacks Mid-Cap ETF position peaked at $2.33M in Q1 2020.
56 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.