WILLNER & HELLER, LLC

Position in CZA — Invesco Zacks Mid-Cap ETF

CIK 1927796 ENCINO, CA

Back to CZA Full portfolio

All Filings in CZA

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 CZA	$643,716	5,844	-4.3%	Shares	Sole	2026-04-17
2025-12-31 CZA	$676,766	6,108	-10.6%	Shares	Sole	2026-01-12
2025-09-30 CZA	$750,165	6,829	-1.8%	Shares	Sole	2025-10-16
2025-06-30 CZA	$741,783	6,954	-4.0%	Shares	Sole	2025-07-22
2025-03-31 CZA	$752,579	7,244	-8.7%	Shares	Sole	2025-05-05
2024-12-31 CZA	$824,055	7,932	+0.6%	Shares	Sole	2025-01-16
2024-09-30 CZA	$853,974	7,886	0.0%	Shares	Sole	2024-10-10
2024-06-30 CZA	$769,989	7,886	-4.3%	Shares	Sole	2024-07-19
2024-03-31 CZA	$837,722	8,238	+0.3%	Shares	Sole	2024-07-19
2023-12-31 CZA	$770,461	8,213	-7.7%	Shares	Sole	2024-03-06
2022-12-31 CZA	$791,032	8,899	+1.6%	Shares	Sole	2023-02-14
2022-09-30 CZA	$700,609	8,762	0.0%	Shares	Sole	2022-10-24
2022-06-30 CZA	$734,781	8,762	+0.9%	Shares	Sole	2022-07-22
2022-03-31 CZA	$825,682	8,685	+1.6%	Shares	Sole	2022-07-05
2021-12-31 CZA	$821,836	8,551	—	Shares	Sole	2022-06-06
No filing history on record for this holder in this stock.