Flow Traders U.S.’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Flow Traders U.S.’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	-2,281	Closed	-$204K	–	932
2023 Q2	$204K	Sell	2,281 -684	-23%	-$58.9K	0.01%	715
2023 Q1	$259K	Buy	+2,965	New	+$268K	0.01%	643
2022 Q3	–	Sell	-2,901	Closed	-$243K	–	1035
2022 Q2	$243K	Sell	2,901 -6,000	-67%	-$536K	0.01%	658
2022 Q1	$846K	Buy	+8,901	New	+$820K	0.03%	411

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

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

Flow Traders U.S.'s CZA Position: Q3 2023 in Review

Flow Traders U.S. sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2023, closing a stake of 2,281 shares — an estimated $204K sold.

Flow Traders U.S. first reported a position in CZA in Q1 2022 and held it in 4 quarters. The position peaked at $846K in Q1 2022. 52 funds tracked by Wall St. Rank hold CZA as of Q3 2023.

Flow Traders U.S. reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Flow Traders U.S. sold 2,281 Invesco Zacks Mid-Cap ETF shares in Q3 2023, an estimated $204K.
Flow Traders U.S. first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2022 and held it in 4 quarters.
Flow Traders U.S.'s Invesco Zacks Mid-Cap ETF position peaked at $846K in Q1 2022.
52 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2023.

Based on Flow Traders U.S.'s 13F filing for Q3 2023, filed 14 Nov 2023.