Kingsview Wealth Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Kingsview Wealth Management’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	-10,032	Closed	-$964K	–	894
2021 Q4	$964K	Buy	+10,032	New	+$940K	0.04%	416
2020 Q1	–	Sell	-13,526	Closed	-$1.04M	–	516
2019 Q4	$1.04M	Buy	13,526 +962	+8%	+$71.8K	0.13%	188
2019 Q3	$915K	Buy	12,564 +8,617	+218%	+$617K	0.14%	166
2019 Q2	$282K	Buy	+3,947	New	+$275K	0.05%	335

Other funds holding CZA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Kingsview Wealth Management's CZA Position: Q1 2022 in Review

Kingsview Wealth Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2022, closing a stake of 10,032 shares — an estimated $964K sold.

Kingsview Wealth Management first reported a position in CZA in Q2 2019 and held it in 4 quarters. The position peaked at $1.04M in Q4 2019. 60 funds tracked by Wall St. Rank hold CZA as of Q1 2022.

Kingsview Wealth Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Kingsview Wealth Management sold 10,032 Invesco Zacks Mid-Cap ETF shares in Q1 2022, an estimated $964K.
Kingsview Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2019 and held it in 4 quarters.
Kingsview Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $1.04M in Q4 2019.
60 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.