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Equibles

EP Wealth Advisors, LLC

Position in CZA — Invesco Zacks Mid-Cap ETF

CIK 1540569 TORRANCE, CA
Back to CZA Full portfolio

All Filings in CZA

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24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 CZA $1,217,487 11,053
2025-12-31 CZA $1,263,895 11,407
2025-06-30 CZA $1,301,694 12,203
2025-03-31 CZA $2,079,670 20,018
2024-12-31 CZA $2,113,330 20,342
2024-09-30 CZA $2,202,835 20,342
2024-06-30 CZA $1,986,192 20,342
2024-03-31 CZA $2,108,745 20,737
2023-12-31 CZA $1,945,337 20,737
2023-09-30 CZA $1,794,356 21,063
2023-06-30 CZA $507,207 5,683
2023-03-31 CZA $1,752,634 20,076
2022-12-31 CZA $2,102,159 23,649
2022-09-30 CZA $1,890,974 23,649
2022-06-30 CZA $2,067,065 24,649
2022-03-31 CZA $2,343,380 24,649
2021-12-31 CZA $2,451,766 25,510
2021-09-30 CZA $2,268,211 25,236
2021-06-30 CZA $2,268,968 25,236
2021-03-31 CZA $2,473,584 29,374
2020-12-31 CZA $2,238,841 29,412
2020-09-30 CZA $1,925,881 29,211
2020-06-30 CZA $1,805,892 29,388
2020-03-31 CZA $1,668,028 31,496