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Silver Oak Securities’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Silver Oak Securities’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
Q4 		– Sell
-11,808
Closed -$1.28M – 636
2024
Q3 		$1.28M Buy
+11,808
New +$1.21M 0.13% 164
2023
Q3 		– Sell
-8,755
Closed -$781K – 451
2023
Q2 		$781K Buy
+8,755
New +$754K 0.13% 172

Other funds holding CZA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Silver Oak Securities's CZA Position: Q4 2024 in Review

Silver Oak Securities sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2024, closing a stake of 11,808 shares — an estimated $1.28M sold.

Silver Oak Securities first reported a position in CZA in Q2 2023 and held it in 2 quarters. The position peaked at $1.28M in Q3 2024. 55 funds tracked by Wall St. Rank hold CZA as of Q4 2024.

  • Silver Oak Securities reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Silver Oak Securities sold 11,808 Invesco Zacks Mid-Cap ETF shares in Q4 2024, an estimated $1.28M.
  • Silver Oak Securities first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2023 and held it in 2 quarters.
  • Silver Oak Securities's Invesco Zacks Mid-Cap ETF position peaked at $1.28M in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2024.

Based on Silver Oak Securities's 13F filing for Q4 2024, filed 27 Jan 2025.