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

NewEdge 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
2025 Q1	–	Sell	-31	Closed	-$3.22K	–	4001
2024 Q4	$3.22K	Hold	31	–	–	﹤0.01%	3350
2024 Q3	$3.36K	Hold	31	–	–	﹤0.01%	3276
2024 Q2	$3.03K	Hold	31	–	–	﹤0.01%	3246
2024 Q1	$3.15K	Hold	31	–	–	﹤0.01%	3280
2023 Q4	$2.91K	Hold	31	–	–	﹤0.01%	3266
2023 Q3	$2.64K	Hold	31	–	–	﹤0.01%	2986
2023 Q2	$2.77K	Sell	31 -58	-65%	-$5K	﹤0.01%	3001
2023 Q1	$7.77K	Buy	89 +6	+7%	+$542	﹤0.01%	2648
2022 Q4	$7	Buy	+83	New	+$7.25K	﹤0.01%	3752
2019 Q3	–	Sell	-3,283	Closed	-$235K	–	821
2019 Q2	$235K	Buy	+3,283	New	+$229K	0.01%	581

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PSF

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

NewEdge Advisors's CZA Position: Q1 2025 in Review

NewEdge Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2025, closing a stake of 31 shares — an estimated $3.22K sold.

NewEdge Advisors first reported a position in CZA in Q2 2019 and held it in 10 quarters. The position peaked at $235K in Q2 2019. 55 funds tracked by Wall St. Rank hold CZA as of Q1 2025.

NewEdge Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
NewEdge Advisors sold 31 Invesco Zacks Mid-Cap ETF shares in Q1 2025, an estimated $3.22K.
NewEdge Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2019 and held it in 10 quarters.
NewEdge Advisors's Invesco Zacks Mid-Cap ETF position peaked at $235K in Q2 2019.
55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.