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

US Bancorp’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	-156	Closed	-$14K	–	4118
2021 Q3	$14K	Buy	+156	New	+$14.4K	﹤0.01%	3292
2020 Q4	–	Sell	-243	Closed	-$16K	–	3780
2020 Q3	$16K	Hold	243	–	–	﹤0.01%	2896
2020 Q2	$15K	Sell	243 -3,036	-93%	-$176K	﹤0.01%	2933
2020 Q1	$174K	Sell	3,279 -29	-0.9%	-$2.03K	﹤0.01%	1733
2019 Q4	$255K	Buy	3,308 +500	+18%	+$37.3K	﹤0.01%	1710
2019 Q3	$204K	Buy	2,808 +375	+15%	+$26.8K	﹤0.01%	1787
2019 Q2	$174K	Buy	+2,433	New	+$170K	﹤0.01%	1900

Other funds holding CZA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

US Bancorp's CZA Position: Q4 2021 in Review

US Bancorp sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2021, closing a stake of 156 shares — an estimated $14K sold.

US Bancorp first reported a position in CZA in Q2 2019 and held it in 7 quarters. The position peaked at $255K in Q4 2019. 61 funds tracked by Wall St. Rank hold CZA as of Q4 2021.

US Bancorp reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
US Bancorp sold 156 Invesco Zacks Mid-Cap ETF shares in Q4 2021, an estimated $14K.
US Bancorp first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2019 and held it in 7 quarters.
US Bancorp's Invesco Zacks Mid-Cap ETF position peaked at $255K in Q4 2019.
61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2021.

Based on US Bancorp's 13F filing for Q4 2021, filed 11 Feb 2022.