CZA β€” INVESCO EXCHANGE TRADED FD T

Ownership history in WILLNER & HELLER, LLC  Β·  12 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC reported a position in INVESCO EXCHANGE TRADED FD T (CZA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.14% (2022 Q2)
πŸ“Š Avg. % of fund
0.83%
πŸ“… First filed
2022 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
12

Position Intelligence

WILLNER & HELLER, LLC Γ— CZA AI Analytics

πŸ“‰ WILLNER & HELLER, LLC underperformed the S&P 500 by –10.8% annually on this CZA position. Timing score: 30% (3/10 decisions correct). Average cost basis: $89.39. Maximum drawdown during holding period: –15.9%.

πŸ“ˆ Position Alpha vs SPY
-10.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 10.8% ann.
11 quarters analyzed

⏱️ Timing Score
30%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct

πŸ’° Entry Quality
$89.39
+24.0% vs current ($110.80)

Best entry: $79.06 (2022 Q2)  Β·  Worst: $102.30 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–15.9%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
45%
buy-side decisions

5 adds Β· 6 trims. Bought during 2 of 3 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.49% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CZA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,108 -721 -10.6% 0.49% $677K $110.80
2025 Q3 REDUCED 6,829 -125 -1.8% 0.58% $750K $108.17
2025 Q2 REDUCED 6,954 -290 -4.0% 0.62% $742K $105.04
2025 Q1 REDUCED 7,244 -688 -8.7% 0.70% $753K $102.30
2024 Q4 ADDED 7,932 +46 +0.6% 0.72% $824K $102.30
2024 Q3 REDUCED 7,886 -352 -4.3% 0.76% $854K $105.31
2024 Q2 ADDED 8,238 +25 +0.3% 0.83% $838K $94.95
2023 Q4 REDUCED 8,213 -686 -7.7% 0.86% $771K $91.22
2022 Q4 ADDED 8,899 +137 +1.6% 1.12% $791K $85.26
2022 Q3 UNCHANGED 8,762 β€” 0% 1.13% $701K $75.39
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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