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Independent Financial Group’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-2,589
Closed -$249K – 794
2021
Q4 		$249K Buy
2,589
+77
+3% +$7.21K 0.02% 660
2021
Q3 		$226K Buy
2,512
+52
+2% +$4.79K 0.02% 630
2021
Q2 		$221K Sell
2,460
-104
-4% -$9.29K 0.02% 634
2021
Q1 		$216K Buy
+2,564
New +$204K 0.03% 569

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Independent Financial Group's CZA Position: Q1 2022 in Review

Independent Financial Group sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2022, closing a stake of 2,589 shares — an estimated $249K sold.

Independent Financial Group first reported a position in CZA in Q1 2021 and held it in 4 quarters. The position peaked at $249K in Q4 2021. 60 funds tracked by Wall St. Rank hold CZA as of Q1 2022.

  • Independent Financial Group reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Independent Financial Group sold 2,589 Invesco Zacks Mid-Cap ETF shares in Q1 2022, an estimated $249K.
  • Independent Financial Group first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2021 and held it in 4 quarters.
  • Independent Financial Group's Invesco Zacks Mid-Cap ETF position peaked at $249K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.