Money Concepts Capital’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-333	Closed	-$29.6K	–	999
2022 Q4	$29.6K	Buy	333 +266	+397%	+$23.2K	﹤0.01%	1480
2022 Q3	$5K	Buy	+67	New	+$5.89K	﹤0.01%	1200
2022 Q2	–	Sell	-266	Closed	-$25K	–	1683
2022 Q1	$25K	Buy	+266	New	+$24.5K	﹤0.01%	1514

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

Money Concepts Capital's CZA Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2023, closing a stake of 333 shares — an estimated $29.6K sold.

Money Concepts Capital first reported a position in CZA in Q1 2022 and held it in 3 quarters. The position peaked at $29.6K in Q4 2022. 56 funds tracked by Wall St. Rank hold CZA as of Q1 2023.

Money Concepts Capital reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 333 Invesco Zacks Mid-Cap ETF shares in Q1 2023, an estimated $29.6K.
Money Concepts Capital first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2022 and held it in 3 quarters.
Money Concepts Capital's Invesco Zacks Mid-Cap ETF position peaked at $29.6K in Q4 2022.
56 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.