Retirement Group’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Retirement Group’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	$24.5K	Hold	241	–	–	0.01%	332
2023 Q4	$22.6K	Sell	241 -247	-51%	-$21.4K	0.01%	324
2023 Q3	$41.6K	Hold	488	–	–	0.02%	230
2023 Q2	$43.6K	Hold	488	–	–	0.02%	219
2023 Q1	$43K	Hold	488	–	–	0.02%	211
2022 Q4	$43K	Sell	488 -17	-3%	-$1.49K	0.02%	196
2022 Q3	$40K	Hold	505	–	–	0.03%	135
2022 Q2	$42K	Sell	505 -250	-33%	-$22.3K	0.02%	232
2022 Q1	$72K	Buy	755 +1	+0.1%	+$92	0.03%	198
2021 Q4	$72K	Hold	754	–	–	0.03%	192
2021 Q3	$68K	Buy	754 +50	+7%	+$4.61K	0.03%	194
2021 Q2	$63K	Hold	704	–	–	0.03%	212
2021 Q1	$59K	Sell	704 -1,260	-64%	-$100K	0.03%	255
2020 Q4	$149K	Sell	1,964 -507	-21%	-$36.8K	0.07%	149
2020 Q3	$163K	Hold	2,471	–	–	0.09%	137
2020 Q2	$152K	Buy	+2,471	New	+$144K	0.09%	131
2019 Q4	$203K	Buy	+2,635	New	+$197K	0.13%	111

Other funds holding CZA

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Retirement Group's CZA Position: Q1 2024 in Review

Retirement Group held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q1 2024 at 241 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #332.

Retirement Group first reported a position in CZA in Q4 2019 and has held it in 17 quarters since. The position peaked at $203K in Q4 2019. 55 funds tracked by Wall St. Rank hold CZA as of Q1 2024.

Retirement Group held 241 shares of Invesco Zacks Mid-Cap ETF worth $24.5K as of Q1 2024.
Retirement Group left its Invesco Zacks Mid-Cap ETF share count unchanged in Q1 2024.
Invesco Zacks Mid-Cap ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #332 holding.
Retirement Group first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Invesco Zacks Mid-Cap ETF position peaked at $203K in Q4 2019.
55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.