Baldwin Wealth Partners’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Baldwin Wealth Partners’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
2020 Q1	–	Sell	-230	Closed	-$18K	–	551
2019 Q4	$18K	Hold	230	–	–	﹤0.01%	414
2019 Q3	$17K	Hold	230	–	–	﹤0.01%	415
2019 Q2	$16K	Hold	230	–	–	﹤0.01%	412
2019 Q1	$16K	Hold	230	–	–	﹤0.01%	414
2018 Q4	$14K	Hold	230	–	–	﹤0.01%	409
2018 Q3	$16K	Hold	230	–	–	﹤0.01%	425
2018 Q2	$15K	Buy	+230	New	+$15K	﹤0.01%	427

Other funds holding CZA

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

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

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

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

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Domani Wealth Lancaster, Pennsylvania $431M AUM 6.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baldwin Wealth Partners's CZA Position: Q1 2020 in Review

Baldwin Wealth Partners sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2020, closing a stake of 230 shares — an estimated $18K sold.

Baldwin Wealth Partners first reported a position in CZA in Q2 2018 and held it in 7 quarters. The position peaked at $18K in Q4 2019. 58 funds tracked by Wall St. Rank hold CZA as of Q1 2020.

Baldwin Wealth Partners reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 230 Invesco Zacks Mid-Cap ETF shares in Q1 2020, an estimated $18K.
Baldwin Wealth Partners first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2018 and held it in 7 quarters.
Baldwin Wealth Partners's Invesco Zacks Mid-Cap ETF position peaked at $18K in Q4 2019.
58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2020.

Based on Baldwin Wealth Partners's 13F filing for Q1 2020, filed 15 Apr 2020.