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Bridgeworth’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Bridgeworth’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
2017
Q4 		– Sell
-12,105
Closed -$764K – 54
2017
Q3 		$764K Buy
+12,105
New +$743K 1.07% 20

Other funds holding CZA

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bridgeworth's CZA Position: Q4 2017 in Review

Bridgeworth sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2017, closing a stake of 12,105 shares — an estimated $764K sold.

Bridgeworth first reported a position in CZA in Q3 2017 and held it in 1 quarter. The position peaked at $764K in Q3 2017. 46 funds tracked by Wall St. Rank hold CZA as of Q4 2017.

  • Bridgeworth reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Bridgeworth sold 12,105 Invesco Zacks Mid-Cap ETF shares in Q4 2017, an estimated $764K.
  • Bridgeworth first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2017 and held it in 1 quarter.
  • Bridgeworth's Invesco Zacks Mid-Cap ETF position peaked at $764K in Q3 2017.
  • 46 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2017.

Based on Bridgeworth's 13F filing for Q4 2017, filed 8 Feb 2018.