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NWAM LLC’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

NWAM LLC’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
2024
Q4 		– Sell
-16,738
Closed -$1.81M – 604
2024
Q3 		$1.81M Buy
+16,738
New +$1.71M 0.11% 183
2024
Q2 		– Sell
-16,773
Closed -$1.66M – 227
2024
Q1 		$1.66M Sell
16,773
-746
-4% -$71K 0.13% 151
2023
Q4 		$1.64M Sell
17,519
-9
-0.1% -$781 0.13% 151
2023
Q3 		$1.49M Sell
17,528
-113
-0.6% -$10K 0.15% 136
2023
Q2 		$1.57M Sell
17,641
-617
-3% -$53.1K 0.13% 158
2023
Q1 		$1.59M Hold
18,258
– – 0.16% 130
2022
Q4 		$1.62M Sell
18,258
-33
-0.2% -$2.88K 0.14% 157
2022
Q3 		$1.46M Sell
18,291
-1,223
-6% -$107K 0.14% 149
2022
Q2 		$1.63M Buy
19,514
+273
+1% +$24.4K 0.15% 140
2022
Q1 		$1.83M Hold
19,241
– – 0.14% 148
2021
Q4 		$1.85M Buy
19,241
+6
+0% +$562 0.15% 157
2021
Q3 		$1.73M Sell
19,235
-190
-1% -$17.5K 0.16% 146
2021
Q2 		$1.75M Hold
19,425
– – 0.16% 146
2021
Q1 		$1.64M Sell
19,425
-39
-0.2% -$3.1K 0.16% 145
2020
Q4 		$1.48M Buy
+19,464
New +$1.41M 0.17% 137

Other funds holding CZA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

NWAM LLC's CZA Position: Q4 2024 in Review

NWAM LLC sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2024, closing a stake of 16,738 shares — an estimated $1.81M sold.

NWAM LLC first reported a position in CZA in Q4 2020 and held it in 15 quarters. The position peaked at $1.85M in Q4 2021. 55 funds tracked by Wall St. Rank hold CZA as of Q4 2024.

  • NWAM LLC reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • NWAM LLC sold 16,738 Invesco Zacks Mid-Cap ETF shares in Q4 2024, an estimated $1.81M.
  • NWAM LLC first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2020 and held it in 15 quarters.
  • NWAM LLC's Invesco Zacks Mid-Cap ETF position peaked at $1.85M in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2024.

Based on NWAM LLC's 13F filing for Q4 2024, filed 5 Feb 2025.