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

Other funds holding CZA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's CZA Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2021, closing a stake of 263 shares — an estimated $24K sold.

Sowell Financial Services first reported a position in CZA in Q3 2019 and held it in 7 quarters. The position peaked at $39K in Q3 2019. 63 funds tracked by Wall St. Rank hold CZA as of Q2 2021.

Sowell Financial Services reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 263 Invesco Zacks Mid-Cap ETF shares in Q2 2021, an estimated $24K.
Sowell Financial Services first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Invesco Zacks Mid-Cap ETF position peaked at $39K in Q3 2019.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.