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World Equity Group’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

World Equity Group’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
2022
Q3 		– Sell
-6,095
Closed -$511K – 324
2022
Q2 		$511K Buy
+6,095
New +$544K 0.13% 176

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

World Equity Group's CZA Position: Q3 2022 in Review

World Equity Group sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2022, closing a stake of 6,095 shares — an estimated $511K sold.

World Equity Group first reported a position in CZA in Q2 2022 and held it in 1 quarter. The position peaked at $511K in Q2 2022. 56 funds tracked by Wall St. Rank hold CZA as of Q3 2022.

  • World Equity Group reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • World Equity Group sold 6,095 Invesco Zacks Mid-Cap ETF shares in Q3 2022, an estimated $511K.
  • World Equity Group first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2022 and held it in 1 quarter.
  • World Equity Group's Invesco Zacks Mid-Cap ETF position peaked at $511K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2022.

Based on World Equity Group's 13F filing for Q3 2022, filed 6 Sep 2024.