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Focus Financial Network’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Focus Financial Network’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
2024
Q1 		– Sell
-3,330
Closed -$312K – 651
2023
Q4 		$312K Buy
+3,330
New +$289K 0.01% 560
2022
Q1 		– Sell
-4,704
Closed -$452K – 524
2021
Q4 		$452K Buy
4,704
+1,437
+44% +$135K 0.07% 231
2021
Q3 		$294K Sell
3,267
-136
-4% -$12.5K 0.04% 343
2021
Q2 		$306K Buy
3,403
+112
+3% +$10K 0.04% 341
2021
Q1 		$277K Buy
+3,291
New +$262K 0.03% 349

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 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
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Focus Financial Network's CZA Position: Q1 2024 in Review

Focus Financial Network sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2024, closing a stake of 3,330 shares — an estimated $312K sold.

Focus Financial Network first reported a position in CZA in Q1 2021 and held it in 5 quarters. The position peaked at $452K in Q4 2021. 55 funds tracked by Wall St. Rank hold CZA as of Q1 2024.

  • Focus Financial Network reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Focus Financial Network sold 3,330 Invesco Zacks Mid-Cap ETF shares in Q1 2024, an estimated $312K.
  • Focus Financial Network first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2021 and held it in 5 quarters.
  • Focus Financial Network's Invesco Zacks Mid-Cap ETF position peaked at $452K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.