Sargent Bickham Lagudis’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Sargent Bickham Lagudis’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 Q4	$6.49K	Hold	73	–	–	﹤0.01%	776
2022 Q3	$6K	Hold	73	–	–	﹤0.01%	755
2022 Q2	$6K	Hold	73	–	–	﹤0.01%	763
2022 Q1	$7K	Hold	73	–	–	﹤0.01%	747
2021 Q4	$7K	Hold	73	–	–	﹤0.01%	756
2021 Q3	$7K	Hold	73	–	–	﹤0.01%	765
2021 Q2	$7K	Hold	73	–	–	﹤0.01%	759
2021 Q1	$6K	Hold	73	–	–	﹤0.01%	771
2020 Q4	$6K	Hold	73	–	–	﹤0.01%	714
2020 Q3	$5K	Hold	73	–	–	﹤0.01%	656
2020 Q2	$4K	Hold	73	–	–	﹤0.01%	660
2020 Q1	$4K	Hold	73	–	–	﹤0.01%	651
2019 Q4	$6K	Hold	73	–	–	﹤0.01%	668
2019 Q3	$5K	Hold	73	–	–	﹤0.01%	625
2019 Q2	$5K	Hold	73	–	–	﹤0.01%	658
2019 Q1	$5K	Hold	73	–	–	﹤0.01%	690
2018 Q4	$4K	Hold	73	–	–	﹤0.01%	676
2018 Q3	$5K	Hold	73	–	–	﹤0.01%	683
2018 Q2	$5K	Hold	73	–	–	﹤0.01%	662
2018 Q1	$5K	Hold	73	–	–	﹤0.01%	658
2017 Q4	$5K	Hold	73	–	–	﹤0.01%	682
2017 Q3	$5K	Hold	73	–	–	﹤0.01%	691
2017 Q2	$4K	Hold	73	–	–	﹤0.01%	665
2017 Q1	$4K	Hold	73	–	–	﹤0.01%	666
2016 Q4	$4K	Hold	73	–	–	﹤0.01%	633
2016 Q3	$4	Buy	+73	New	+$3.83K	﹤0.01%	654

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

PSF

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

Sargent Bickham Lagudis's CZA Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q4 2022 at 73 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Sargent Bickham Lagudis first reported a position in CZA in Q3 2016 and has held it in 26 quarters since. The position peaked at $7K in Q1 2022. 55 funds tracked by Wall St. Rank hold CZA as of Q4 2022.

Sargent Bickham Lagudis held 73 shares of Invesco Zacks Mid-Cap ETF worth $6.49K as of Q4 2022.
Sargent Bickham Lagudis left its Invesco Zacks Mid-Cap ETF share count unchanged in Q4 2022.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #776 holding.
Sargent Bickham Lagudis first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2016 and has held it in 26 quarters since.
Sargent Bickham Lagudis's Invesco Zacks Mid-Cap ETF position peaked at $7K in Q1 2022.
55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.