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

Optimum Investment 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
2021 Q3	–	Sell	-80	Closed	-$7K	–	845
2021 Q2	$7K	Hold	80	–	–	﹤0.01%	789
2021 Q1	$7K	Hold	80	–	–	﹤0.01%	799
2020 Q4	$6K	Hold	80	–	–	﹤0.01%	767
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	756
2020 Q2	$5K	Sell	80 -722	-90%	-$41.9K	﹤0.01%	746
2020 Q1	$42K	Buy	+802	New	+$56.2K	0.02%	455

Other funds holding CZA

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Optimum Investment Advisors's CZA Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2021, closing a stake of 80 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in CZA in Q1 2020 and held it in 6 quarters. The position peaked at $42K in Q1 2020. 61 funds tracked by Wall St. Rank hold CZA as of Q3 2021.

Optimum Investment Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 80 Invesco Zacks Mid-Cap ETF shares in Q3 2021, an estimated $7K.
Optimum Investment Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2020 and held it in 6 quarters.
Optimum Investment Advisors's Invesco Zacks Mid-Cap ETF position peaked at $42K in Q1 2020.
61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.