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B. Riley Wealth Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

B. Riley Wealth Management’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
2014
Q4 		– Sell
-4,865
Closed -$234K – 1018
2014
Q3 		$234K Buy
+4,865
New +$238K 0.17% 162

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

B. Riley Wealth Management's CZA Position: Q4 2014 in Review

B. Riley Wealth Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2014, closing a stake of 4,865 shares — an estimated $234K sold.

B. Riley Wealth Management first reported a position in CZA in Q3 2014 and held it in 1 quarter. The position peaked at $234K in Q3 2014. 31 funds tracked by Wall St. Rank hold CZA as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 4,865 Invesco Zacks Mid-Cap ETF shares in Q4 2014, an estimated $234K.
  • B. Riley Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $234K in Q3 2014.
  • 31 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.