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Savvy Advisors Inc’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Savvy Advisors Inc’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
2025
Q1 		– Sell
-3,140
Closed -$326K – 520
2024
Q4 		$326K Hold
3,140
– – 0.04% 329
2024
Q3 		$340K Buy
+3,140
New +$321K 0.07% 238

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Savvy Advisors Inc's CZA Position: Q1 2025 in Review

Savvy Advisors Inc sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2025, closing a stake of 3,140 shares — an estimated $326K sold.

Savvy Advisors Inc first reported a position in CZA in Q3 2024 and held it in 2 quarters. The position peaked at $340K in Q3 2024. 55 funds tracked by Wall St. Rank hold CZA as of Q1 2025.

  • Savvy Advisors Inc reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 3,140 Invesco Zacks Mid-Cap ETF shares in Q1 2025, an estimated $326K.
  • Savvy Advisors Inc first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2024 and held it in 2 quarters.
  • Savvy Advisors Inc's Invesco Zacks Mid-Cap ETF position peaked at $340K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2025.

Based on Savvy Advisors Inc's 13F filing for Q1 2025, filed 12 May 2025.