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Brandywine Oak Private Wealth’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-500
Closed -$29K – 302
2018
Q4 		$29K Buy
+500
New +$32K 0.01% 416

Other funds holding CZA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $269M AUM 16.24% 1-Year Est. Return

Brandywine Oak Private Wealth's CZA Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2019, closing a stake of 500 shares — an estimated $29K sold.

Brandywine Oak Private Wealth first reported a position in CZA in Q4 2018 and held it in 1 quarter. The position peaked at $29K in Q4 2018. 49 funds tracked by Wall St. Rank hold CZA as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 500 Invesco Zacks Mid-Cap ETF shares in Q1 2019, an estimated $29K.
  • Brandywine Oak Private Wealth first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Invesco Zacks Mid-Cap ETF position peaked at $29K in Q4 2018.
  • 49 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.