Stifel Financial
CZA icon

Stifel Financial’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Stifel Financial’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
Q4 		– Sell
-3,747
Closed -$337K – 3384
2021
Q3 		$337K Sell
3,747
-140
-4% -$12.9K ﹤0.01% 2829
2021
Q2 		$350K Hold
3,887
– – ﹤0.01% 2798
2021
Q1 		$327K Sell
3,887
-198
-5% -$15.7K ﹤0.01% 2731
2020
Q4 		$311K Sell
4,085
-419
-9% -$30.4K ﹤0.01% 2576
2020
Q3 		$297K Sell
4,504
-2,939
-39% -$192K ﹤0.01% 2408
2020
Q2 		$458K Sell
7,443
-21,577
-74% -$1.25M ﹤0.01% 2095
2020
Q1 		$1.54M Buy
29,020
+475
+2% +$33.3K ﹤0.01% 1190
2019
Q4 		$2.19M Sell
28,545
-3,625
-11% -$271K ﹤0.01% 1277
2019
Q3 		$2.34M Sell
32,170
-2,249
-7% -$161K 0.01% 1215
2019
Q2 		$2.46M Sell
34,419
-2,580
-7% -$180K 0.01% 1206
2019
Q1 		$2.52M Buy
36,999
+5,844
+19% +$381K 0.01% 1124
2018
Q4 		$1.83M Buy
31,155
+4,858
+18% +$311K 0.01% 1198
2018
Q3 		$1.79M Sell
26,297
-14
-0.1% -$949 0.01% 1322
2018
Q2 		$1.7M Sell
26,311
-12
-0% -$784 0.01% 1288
2018
Q1 		$1.71M Buy
26,323
+1,344
+5% +$88.8K 0.01% 1248
2017
Q4 		$1.64M Buy
24,979
+10,320
+70% +$671K 0.01% 1251
2017
Q3 		$923K Sell
14,659
-3,912
-21% -$240K ﹤0.01% 1534
2017
Q2 		$1.12M Buy
+18,571
New +$1.1M ﹤0.01% 1417

Other funds holding CZA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $279M AUM 35.62% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Stifel Financial's CZA Position: Q4 2021 in Review

Stifel Financial sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2021, closing a stake of 3,747 shares — an estimated $337K sold.

Stifel Financial first reported a position in CZA in Q2 2017 and held it in 18 quarters. The position peaked at $2.52M in Q1 2019. 61 funds tracked by Wall St. Rank hold CZA as of Q4 2021.

  • Stifel Financial reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Stifel Financial sold 3,747 Invesco Zacks Mid-Cap ETF shares in Q4 2021, an estimated $337K.
  • Stifel Financial first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2017 and held it in 18 quarters.
  • Stifel Financial's Invesco Zacks Mid-Cap ETF position peaked at $2.52M in Q1 2019.
  • 61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2021.

Based on Stifel Financial's 13F filing for Q4 2021, filed 14 Feb 2022.