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SFS
CZA icon

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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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
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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