Patriot Financial Group Insurance Agency’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Patriot Financial Group Insurance Agency’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	-790	Closed	-$66K	–	738
2022 Q2	$66K	Hold	790	–	–	0.01%	646
2022 Q1	$75K	Hold	790	–	–	0.01%	665
2021 Q4	$76K	Buy	790 +1	+0.1%	+$94	0.01%	734
2021 Q3	$71K	Hold	789	–	–	0.01%	749
2021 Q2	$71K	Hold	789	–	–	0.01%	725
2021 Q1	$66K	Hold	789	–	–	0.02%	678
2020 Q4	$60K	Buy	789 +2	+0.3%	+$145	0.02%	637
2020 Q3	$52K	Sell	787 -1	-0.1%	-$65	0.02%	530
2020 Q2	$48K	Hold	788	–	–	0.02%	522
2020 Q1	$42K	Buy	+788	New	+$55.2K	0.02%	493

Other funds holding CZA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CZA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2022, closing a stake of 790 shares — an estimated $66K sold.

Patriot Financial Group Insurance Agency first reported a position in CZA in Q1 2020 and held it in 10 quarters. The position peaked at $76K in Q4 2021. 56 funds tracked by Wall St. Rank hold CZA as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 790 Invesco Zacks Mid-Cap ETF shares in Q3 2022, an estimated $66K.
Patriot Financial Group Insurance Agency first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Invesco Zacks Mid-Cap ETF position peaked at $76K in Q4 2021.
56 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.