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

Pallas Capital 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
2024
Q1 		– Sell
-7,661
Closed -$719K – 434
2023
Q4 		$719K Buy
+7,661
New +$665K 0.04% 230

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 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

Pallas Capital Advisors's CZA Position: Q1 2024 in Review

Pallas Capital Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2024, closing a stake of 7,661 shares — an estimated $719K sold.

Pallas Capital Advisors first reported a position in CZA in Q4 2023 and held it in 1 quarter. The position peaked at $719K in Q4 2023. 55 funds tracked by Wall St. Rank hold CZA as of Q1 2024.

  • Pallas Capital Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Pallas Capital Advisors sold 7,661 Invesco Zacks Mid-Cap ETF shares in Q1 2024, an estimated $719K.
  • Pallas Capital Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Pallas Capital Advisors's Invesco Zacks Mid-Cap ETF position peaked at $719K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2024.

Based on Pallas Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.