Heritage Wealth Management (Arizona)’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$389K	Buy	4,380 +2,190	+100%	+$191K	0.06%	258
2022 Q3	$175K	Hold	2,190	–	–	0.06%	251
2022 Q2	$184K	Sell	2,190 -2,128	-49%	-$190K	0.06%	252
2022 Q1	$411K	Buy	+4,318	New	+$398K	0.11%	147
2021 Q3	$694K	Sell	7,723 -4,820	-38%	-$444K	0.25%	75
2021 Q2	$1.13M	Sell	12,543 -12,850	-51%	-$1.15M	0.43%	48
2021 Q1	$2.14M	Buy	+25,393	New	+$2.02M	1.2%	16

Other funds holding CZA

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors

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

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return