Carroll Financial Associates’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Carroll Financial Associates’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 Q2	–	Sell	-264	Closed	-$13K	–	1544
2020 Q1	$13K	Buy	+264	New	+$18.5K	﹤0.01%	870
2015 Q1	–	Sell	-1,000	Closed	-$49K	–	823
2014 Q4	$49K	Buy	+1,000	New	+$48.7K	0.03%	245

Other funds holding CZA

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carroll Financial Associates's CZA Position: Q2 2020 in Review

Carroll Financial Associates sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2020, closing a stake of 264 shares — an estimated $13K sold.

Carroll Financial Associates first reported a position in CZA in Q4 2014 and held it in 2 quarters. The position peaked at $49K in Q4 2014. 49 funds tracked by Wall St. Rank hold CZA as of Q2 2020.

Carroll Financial Associates reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Carroll Financial Associates sold 264 Invesco Zacks Mid-Cap ETF shares in Q2 2020, an estimated $13K.
Carroll Financial Associates first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2014 and held it in 2 quarters.
Carroll Financial Associates's Invesco Zacks Mid-Cap ETF position peaked at $49K in Q4 2014.
49 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2020.

Based on Carroll Financial Associates's 13F filing for Q2 2020, filed 9 Jul 2020.