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Buckingham Strategic Wealth’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Buckingham Strategic 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
2020
Q4 		– Sell
-5,525
Closed -$364K – 542
2020
Q3 		$364K Buy
+5,525
New +$360K 0.03% 324

Other funds holding CZA

Citigroup
Citigroup New York $235B AUM 32.99% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Buckingham Strategic Wealth's CZA Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2020, closing a stake of 5,525 shares — an estimated $364K sold.

Buckingham Strategic Wealth first reported a position in CZA in Q3 2020 and held it in 1 quarter. The position peaked at $364K in Q3 2020. 52 funds tracked by Wall St. Rank hold CZA as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 5,525 Invesco Zacks Mid-Cap ETF shares in Q4 2020, an estimated $364K.
  • Buckingham Strategic Wealth first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Invesco Zacks Mid-Cap ETF position peaked at $364K in Q3 2020.
  • 52 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.