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IFP Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

IFP Advisors’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
Q1 		– Sell
-15,986
Closed -$1.05M – 3594
2022
Q4 		$1.05M Sell
15,986
-681
-4% -$59.5K 0.03% 605
2022
Q3 		$1.1M Buy
16,667
+255
+2% +$22.4K 0.03% 612
2022
Q2 		$1.08M Hold
16,412
– – 0.03% 559
2022
Q1 		$1.08M Buy
+16,412
New +$1.51M 0.03% 559
2020
Q1 		– Sell
-183
Closed -$12.8K – 2801
2019
Q4 		$14K Buy
+183
New +$13.7K ﹤0.01% 1769
2019
Q1 		$3K Sell
50
-344
-87% -$22.4K ﹤0.01% 1995
2018
Q4 		$23K Sell
394
-67
-15% -$4.29K ﹤0.01% 2042
2018
Q3 		$31K Hold
461
– – ﹤0.01% 2180
2018
Q2 		$30K Hold
461
– – ﹤0.01% 2218
2018
Q1 		$30K Hold
461
– – ﹤0.01% 2123
2017
Q4 		$30K Buy
461
+3
+0.7% +$195 ﹤0.01% 2148
2017
Q3 		$29K Sell
458
-700
-60% -$43K ﹤0.01% 2356
2017
Q2 		$70K Sell
1,158
-14,695
-93% -$870K ﹤0.01% 1744
2017
Q1 		$923K Buy
15,853
+800
+5% +$45.6K 0.04% 442
2016
Q4 		$819K Sell
15,053
-98
-0.6% -$5.25K 0.04% 445
2016
Q3 		$808K Buy
15,151
+705
+5% +$37K 0.04% 415
2016
Q2 		$733K Buy
14,446
+14,396
+28,792% +$722K 0.04% 430
2016
Q1 		$3K Sell
50
-17,482
-100% -$796K ﹤0.01% 1992
2015
Q4 		$840K Buy
+17,532
New +$861K 0.06% 351

Other funds holding CZA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

IFP Advisors's CZA Position: Q1 2023 in Review

IFP Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2023, closing a stake of 15,986 shares — an estimated $1.05M sold.

IFP Advisors first reported a position in CZA in Q4 2015 and held it in 19 quarters. The position peaked at $1.1M in Q3 2022. 56 funds tracked by Wall St. Rank hold CZA as of Q1 2023.

  • IFP Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 15,986 Invesco Zacks Mid-Cap ETF shares in Q1 2023, an estimated $1.05M.
  • IFP Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2015 and held it in 19 quarters.
  • IFP Advisors's Invesco Zacks Mid-Cap ETF position peaked at $1.1M in Q3 2022.
  • 56 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.