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

Meridian 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
2023 Q4	–	Sell	-7,737	Closed	-$659K	–	597
2023 Q3	$659K	Sell	7,737 -313	-4%	-$27.7K	0.04%	311
2023 Q2	$718K	Hold	8,050	–	–	0.06%	253
2023 Q1	$703K	Hold	8,050	–	–	0.06%	260
2022 Q4	$716K	Sell	8,050 -2,499	-24%	-$218K	0.07%	245
2022 Q3	$843K	Sell	10,549 -331	-3%	-$29.1K	0.09%	208
2022 Q2	$912K	Buy	+10,880	New	+$972K	0.07%	259

Other funds holding CZA

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Meridian Wealth Management's CZA Position: Q4 2023 in Review

Meridian Wealth Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2023, closing a stake of 7,737 shares — an estimated $659K sold.

Meridian Wealth Management first reported a position in CZA in Q2 2022 and held it in 6 quarters. The position peaked at $912K in Q2 2022. 61 funds tracked by Wall St. Rank hold CZA as of Q4 2023.

Meridian Wealth Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Meridian Wealth Management sold 7,737 Invesco Zacks Mid-Cap ETF shares in Q4 2023, an estimated $659K.
Meridian Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2022 and held it in 6 quarters.
Meridian Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $912K in Q2 2022.
61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2023.

Based on Meridian Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.