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Oppenheimer & Co’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Oppenheimer & Co’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
Q3 		– Sell
-10,242
Closed -$859K – 1385
2022
Q2 		$859K Buy
+10,242
New +$915K 0.02% 739

Other funds holding CZA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oppenheimer & Co's CZA Position: Q3 2022 in Review

Oppenheimer & Co sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2022, closing a stake of 10,242 shares — an estimated $859K sold.

Oppenheimer & Co first reported a position in CZA in Q2 2022 and held it in 1 quarter. The position peaked at $859K in Q2 2022. 56 funds tracked by Wall St. Rank hold CZA as of Q3 2022.

  • Oppenheimer & Co reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 10,242 Invesco Zacks Mid-Cap ETF shares in Q3 2022, an estimated $859K.
  • Oppenheimer & Co first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Oppenheimer & Co's Invesco Zacks Mid-Cap ETF position peaked at $859K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2022.

Based on Oppenheimer & Co's 13F filing for Q3 2022, filed 14 Nov 2022.