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TS Financial Group (TSFG)’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

TS Financial Group (TSFG)’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
Q1 		– Sell
-1,982
Closed -$186K – 793
2023
Q4 		$186K Buy
1,982
+5
+0.3% +$434 0.06% 143
2023
Q3 		$168K Hold
1,977
– – 0.06% 150
2023
Q2 		$176K Hold
1,977
– – 0.07% 142
2023
Q1 		$173K Sell
1,977
-80
-4% -$7.23K 0.06% 138
2022
Q4 		$183K Buy
2,057
+5
+0.2% +$437 0.07% 135
2022
Q3 		$164K Sell
2,052
-50
-2% -$4.39K 0.08% 127
2022
Q2 		$176K Sell
2,102
-280
-12% -$25K 0.08% 121
2022
Q1 		$226K Hold
2,382
– – 0.08% 109
2021
Q4 		$229K Buy
2,382
+3
+0.1% +$281 0.08% 114
2021
Q3 		$214K Hold
2,379
– – 0.08% 120
2021
Q2 		$214K Hold
2,379
– – 0.09% 120
2021
Q1 		$200K Hold
2,379
– – 0.1% 104
2020
Q4 		$181K Buy
2,379
+4
+0.2% +$291 0.1% 107
2020
Q3 		$157K Hold
2,375
– – 0.09% 105
2020
Q2 		$146K Buy
+2,375
New +$138K 0.1% 107

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 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

TS Financial Group (TSFG)'s CZA Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2024, closing a stake of 1,982 shares — an estimated $186K sold.

TS Financial Group (TSFG) first reported a position in CZA in Q2 2020 and held it in 15 quarters. The position peaked at $229K in Q4 2021. 55 funds tracked by Wall St. Rank hold CZA as of Q1 2024.

  • TS Financial Group (TSFG) reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 1,982 Invesco Zacks Mid-Cap ETF shares in Q1 2024, an estimated $186K.
  • TS Financial Group (TSFG) first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2020 and held it in 15 quarters.
  • TS Financial Group (TSFG)'s Invesco Zacks Mid-Cap ETF position peaked at $229K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.