SFC
CZA icon

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

Strategic Financial Concepts’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
Q3 		– Sell
-31,143
Closed -$30.9K – 337
2024
Q2 		$30.9K Buy
+31,143
New +$3.07M 0.02% 291

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
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

Strategic Financial Concepts's CZA Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2024, closing a stake of 31,143 shares — an estimated $30.9K sold.

Strategic Financial Concepts first reported a position in CZA in Q2 2024 and held it in 1 quarter. The position peaked at $30.9K in Q2 2024. 56 funds tracked by Wall St. Rank hold CZA as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 31,143 Invesco Zacks Mid-Cap ETF shares in Q3 2024, an estimated $30.9K.
  • Strategic Financial Concepts first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Invesco Zacks Mid-Cap ETF position peaked at $30.9K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.