Private Ocean’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Private Ocean’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
2023 Q2	–	Sell	-5	Closed	-$437	–	591
2023 Q1	$437	Buy	+5	New	+$452	﹤0.01%	581

Other funds holding CZA

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Private Ocean's CZA Position: Q2 2023 in Review

Private Ocean sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2023, closing a stake of 5 shares — an estimated $437 sold.

Private Ocean first reported a position in CZA in Q1 2023 and held it in 1 quarter. The position peaked at $437 in Q1 2023. 54 funds tracked by Wall St. Rank hold CZA as of Q2 2023.

Private Ocean reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Private Ocean sold 5 Invesco Zacks Mid-Cap ETF shares in Q2 2023, an estimated $437.
Private Ocean first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
Private Ocean's Invesco Zacks Mid-Cap ETF position peaked at $437 in Q1 2023.
54 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2023.

Based on Private Ocean's 13F filing for Q2 2023, filed 21 Jul 2023.