J.W. Cole Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$756K Sell
7,088
-562
-7% -$59.9K 0.02% 773
2025
Q1
$795K Buy
+7,650
New +$795K 0.02% 608
2020
Q4
Sell
-12,162
Closed -$802K 681
2020
Q3
$802K Buy
+12,162
New +$802K 0.06% 301