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Zimmermann Investment Management & Planning’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Zimmermann Investment Management & Planning’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
2023
Q3 		– Sell
-4,542
Closed -$405K – 106
2023
Q2 		$405K Buy
4,542
+377
+9% +$32.5K 0.19% 74
2023
Q1 		$364K Buy
+4,165
New +$376K 0.19% 82

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Zimmermann Investment Management & Planning's CZA Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2023, closing a stake of 4,542 shares — an estimated $405K sold.

Zimmermann Investment Management & Planning first reported a position in CZA in Q1 2023 and held it in 2 quarters. The position peaked at $405K in Q2 2023. 52 funds tracked by Wall St. Rank hold CZA as of Q3 2023.

  • Zimmermann Investment Management & Planning reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 4,542 Invesco Zacks Mid-Cap ETF shares in Q3 2023, an estimated $405K.
  • Zimmermann Investment Management & Planning first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2023 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Invesco Zacks Mid-Cap ETF position peaked at $405K in Q2 2023.
  • 52 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.