Steward Partners Investment Advisory, LLC
Position in CZA — Invesco Zacks Mid-Cap ETF
CIK 1723397
STAMFORD, CT
All Filings in CZA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CZA | $45,602 | 414 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 CZA | $45,871 | 414 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 CZA | $45,477 | 414 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 CZA | $44,161 | 414 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 CZA | $43,010 | 414 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 CZA | $79,268 | 763 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 CZA | $158,536 | 1,464 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 CZA | $221,838 | 2,272 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 CZA | $250,360 | 2,462 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 CZA | $236,964 | 2,526 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 CZA | $233,676 | 2,743 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 CZA | $244,812 | 2,743 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 CZA | $274,383 | 3,143 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 CZA | $279,381 | 3,143 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 CZA | $251,314 | 3,143 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 CZA | $263,571 | 3,143 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 CZA | $298,805 | 3,143 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 CZA | $302,073 | 3,143 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 CZA | $282,492 | 3,143 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 CZA | $282,587 | 3,143 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 CZA | $264,672 | 3,143 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 CZA | $288,418 | 3,789 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 CZA | $249,808 | 3,789 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 CZA | $232,834 | 3,789 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 CZA | $200,665 | 3,789 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||