FormulaFolio Investments’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

FormulaFolio Investments’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 Q2	$72K	Hold	800	–	–	0.02%	125
2021 Q1	$72K	Buy	+800	New	+$63.6K	0.02%	122

Other funds holding CZA

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

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

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

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $279M AUM 35.62% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FormulaFolio Investments's CZA Position: Q2 2021 in Review

FormulaFolio Investments held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q2 2021 at 800 shares worth $72K. The position accounts for 0.02% of the portfolio, ranked #125.

FormulaFolio Investments first reported a position in CZA in Q1 2021 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold CZA as of Q2 2021.

FormulaFolio Investments held 800 shares of Invesco Zacks Mid-Cap ETF worth $72K as of Q2 2021.
FormulaFolio Investments left its Invesco Zacks Mid-Cap ETF share count unchanged in Q2 2021.
Invesco Zacks Mid-Cap ETF made up 0.02% of FormulaFolio Investments's portfolio in Q2 2021, its #125 holding.
FormulaFolio Investments first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2021 and has held it in 2 quarters since.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.