EBSAM
CZA icon

Eubel Brady & Suttman Asset Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Eubel Brady & Suttman Asset 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
2021
Q3 		– Sell
-397
Closed -$33K – 132
2021
Q2 		$33K Buy
+397
New +$35.5K ﹤0.01% 390

Other funds holding CZA

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Eubel Brady & Suttman Asset Management's CZA Position: Q3 2021 in Review

Eubel Brady & Suttman Asset Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2021, closing a stake of 397 shares — an estimated $33K sold.

Eubel Brady & Suttman Asset Management first reported a position in CZA in Q2 2021 and held it in 1 quarter. The position peaked at $33K in Q2 2021. 61 funds tracked by Wall St. Rank hold CZA as of Q3 2021.

  • Eubel Brady & Suttman Asset Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 397 Invesco Zacks Mid-Cap ETF shares in Q3 2021, an estimated $33K.
  • Eubel Brady & Suttman Asset Management first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2021 and held it in 1 quarter.
  • Eubel Brady & Suttman Asset Management's Invesco Zacks Mid-Cap ETF position peaked at $33K in Q2 2021.
  • 61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2021.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.