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

TNF’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	$473K	Hold	4,342	–	–	0.17%	64
2024 Q2	$434K	Hold	4,342	–	–	0.16%	65
2024 Q1	$423K	Hold	4,342	–	–	0.17%	62
2023 Q4	$404K	Buy	4,342 +22	+0.5%	+$1.91K	0.16%	62
2023 Q3	$356K	Hold	4,320	–	–	0.17%	59
2023 Q2	$386K	Hold	4,320	–	–	0.17%	58
2023 Q1	$374K	Hold	4,320	–	–	0.17%	59
2022 Q4	$404K	Hold	4,320	–	–	0.18%	59
2022 Q3	$349K	Hold	4,320	–	–	0.18%	62
2022 Q2	$374K	Hold	4,320	–	–	0.18%	67
2022 Q1	$400K	Buy	4,320 +52	+1%	+$4.79K	0.18%	75
2021 Q4	$402K	Hold	4,268	–	–	0.17%	80
2021 Q3	$397K	Buy	+4,268	New	+$393K	0.17%	78

Other funds holding CZA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

TNF's CZA Position: Q3 2024 in Review

TNF held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q3 2024 at 4,342 shares worth $473K. The position accounts for 0.17% of the portfolio, ranked #64.

TNF first reported a position in CZA in Q3 2021 and has held it in 13 quarters since. 56 funds tracked by Wall St. Rank hold CZA as of Q3 2024.

TNF held 4,342 shares of Invesco Zacks Mid-Cap ETF worth $473K as of Q3 2024.
TNF left its Invesco Zacks Mid-Cap ETF share count unchanged in Q3 2024.
Invesco Zacks Mid-Cap ETF made up 0.17% of TNF's portfolio in Q3 2024, its #64 holding.
TNF first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2021 and has held it in 13 quarters since.
56 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2024.

Based on TNF's 13F filing for Q3 2024, filed 25 Oct 2024.