JFG
CZA icon

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

Jefferies 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
2024
Q1 		– Sell
-560,000
Closed -$52.5M – 1685
2023
Q4 		$52.5M Buy
+560,000
New +$48.6M 0.34% 38

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jefferies Financial Group's CZA Position: Q1 2024 in Review

Jefferies Financial Group sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2024, closing a stake of 560,000 shares — an estimated $52.5M sold.

Jefferies Financial Group first reported a position in CZA in Q4 2023 and held it in 1 quarter. The position peaked at $52.5M in Q4 2023. 55 funds tracked by Wall St. Rank hold CZA as of Q1 2024.

  • Jefferies Financial Group reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 560,000 Invesco Zacks Mid-Cap ETF shares in Q1 2024, an estimated $52.5M.
  • Jefferies Financial Group first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Jefferies Financial Group's Invesco Zacks Mid-Cap ETF position peaked at $52.5M in Q4 2023.
  • 55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2024.

Based on Jefferies Financial Group's 13F filing for Q1 2024, filed 13 May 2024.