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

McClarren Financial 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
2022 Q4	–	Sell	-518	Closed	-$41K	–	362
2022 Q3	$41K	Buy	+518	New	+$45.5K	0.04%	150
2022 Q2	–	Sell	-518	Closed	-$49K	–	78
2022 Q1	$49K	Sell	518 -15	-3%	-$1.38K	0.04%	127
2021 Q4	$52K	Sell	533 -379	-42%	-$35.5K	0.04%	133
2021 Q3	$82K	Hold	912	–	–	0.06%	89
2021 Q2	$82K	Hold	912	–	–	0.07%	90
2021 Q1	$77K	Hold	912	–	–	0.07%	92
2020 Q4	$69K	Buy	+912	New	+$66.3K	0.07%	89

Other funds holding CZA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

McClarren Financial Advisors's CZA Position: Q4 2022 in Review

McClarren Financial Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2022, closing a stake of 518 shares — an estimated $41K sold.

McClarren Financial Advisors first reported a position in CZA in Q4 2020 and held it in 7 quarters. The position peaked at $82K in Q3 2021. 55 funds tracked by Wall St. Rank hold CZA as of Q4 2022.

McClarren Financial Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
McClarren Financial Advisors sold 518 Invesco Zacks Mid-Cap ETF shares in Q4 2022, an estimated $41K.
McClarren Financial Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2020 and held it in 7 quarters.
McClarren Financial Advisors's Invesco Zacks Mid-Cap ETF position peaked at $82K in Q3 2021.
55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2022.

Based on McClarren Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.