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

Centaurus Financial’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
2018
Q3 		– Sell
-5,730
Closed -$371K – 847
2018
Q2 		$371K Buy
+5,730
New +$374K 0.05% 369

Other funds holding CZA

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centaurus Financial's CZA Position: Q3 2018 in Review

Centaurus Financial sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2018, closing a stake of 5,730 shares — an estimated $371K sold.

Centaurus Financial first reported a position in CZA in Q2 2018 and held it in 1 quarter. The position peaked at $371K in Q2 2018. 46 funds tracked by Wall St. Rank hold CZA as of Q3 2018.

  • Centaurus Financial reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 5,730 Invesco Zacks Mid-Cap ETF shares in Q3 2018, an estimated $371K.
  • Centaurus Financial first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Invesco Zacks Mid-Cap ETF position peaked at $371K in Q2 2018.
  • 46 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.