Ameritas Investment Company’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Ameritas Investment Company’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
2021 Q3	–	Sell	-2,389	Closed	-$215K	–	717
2021 Q2	$215K	Buy	2,389 +143	+6%	+$12.8K	0.01%	685
2021 Q1	$189K	Sell	2,246 -2,274	-50%	-$181K	0.02%	598
2020 Q4	$335K	Sell	4,520 -901	-17%	-$65.5K	0.07%	287
2020 Q3	$333K	Hold	5,421	–	–	0.1%	215
2020 Q2	$333K	Buy	5,421 +1,900	+54%	+$110K	0.1%	221
2020 Q1	$186K	Buy	+3,521	New	+$247K	0.03%	358
2019 Q4	–	Sell	-1,082	Closed	-$79K	–	977
2019 Q3	$79K	Buy	+1,082	New	+$77.4K	0.02%	541
2019 Q1	–	Sell	-2,701	Closed	-$159K	–	1139
2018 Q4	$159K	Buy	+2,701	New	+$173K	0.03%	334

Other funds holding CZA

Barclays London, United Kingdom $416B AUM 33.63% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameritas Investment Company's CZA Position: Q3 2021 in Review

Ameritas Investment Company sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2021, closing a stake of 2,389 shares — an estimated $215K sold.

Ameritas Investment Company first reported a position in CZA in Q4 2018 and held it in 8 quarters. The position peaked at $335K in Q4 2020. 61 funds tracked by Wall St. Rank hold CZA as of Q3 2021.

Ameritas Investment Company reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Ameritas Investment Company sold 2,389 Invesco Zacks Mid-Cap ETF shares in Q3 2021, an estimated $215K.
Ameritas Investment Company first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2018 and held it in 8 quarters.
Ameritas Investment Company's Invesco Zacks Mid-Cap ETF position peaked at $335K in Q4 2020.
61 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.