Acorn Wealth Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Acorn Wealth Advisors’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
2018 Q3	–	Sell	-230	Closed	-$15K	–	178
2018 Q2	$15K	Hold	230	–	–	0.01%	436
2018 Q1	$15K	Hold	230	–	–	0.01%	432
2017 Q4	$15K	Buy	+230	New	+$14.9K	0.01%	421

Other funds holding CZA

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acorn Wealth Advisors's CZA Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2018, closing a stake of 230 shares — an estimated $15K sold.

Acorn Wealth Advisors first reported a position in CZA in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q2 2018. 46 funds tracked by Wall St. Rank hold CZA as of Q3 2018.

Acorn Wealth Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 230 Invesco Zacks Mid-Cap ETF shares in Q3 2018, an estimated $15K.
Acorn Wealth Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Invesco Zacks Mid-Cap ETF position peaked at $15K in Q2 2018.
46 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.