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SFS
Sowell Financial Services’s
Invesco Zacks Mid-Cap ETF
CZA
Stock Holding History
Sowell Financial Services’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
2021
Q2
–
Sell
-263
Closed
-$24K
–
1016
2021
Q1
$24K
Hold
263
–
–
﹤0.01%
1972
2020
Q4
$20K
Buy
263
+3
+1%
+$218
﹤0.01%
1741
2020
Q3
$17K
Sell
260
-180
-41%
-$11.7K
﹤0.01%
1625
2020
Q2
$27K
Hold
440
–
–
﹤0.01%
1360
2020
Q1
$23K
Hold
440
–
–
﹤0.01%
1339
2019
Q4
$34K
Sell
440
-91
-17%
-$6.8K
﹤0.01%
1280
2019
Q3
$39K
Buy
+531
New
+$38K
﹤0.01%
1073
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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