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Concourse Financial Group Securities’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Concourse Financial Group Securities’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
Q3 		– Sell
-36
Closed -$2.58K – 1824
2019
Q2 		$3K Buy
+36
New +$2.51K ﹤0.01% 1871

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Concourse Financial Group Securities's CZA Position: Q3 2019 in Review

Concourse Financial Group Securities sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2019, closing a stake of 36 shares — an estimated $2.58K sold.

Concourse Financial Group Securities first reported a position in CZA in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 55 funds tracked by Wall St. Rank hold CZA as of Q3 2019.

  • Concourse Financial Group Securities reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 36 Invesco Zacks Mid-Cap ETF shares in Q3 2019, an estimated $2.58K.
  • Concourse Financial Group Securities first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2019 and held it in 1 quarter.
  • Concourse Financial Group Securities's Invesco Zacks Mid-Cap ETF position peaked at $3K in Q2 2019.
  • 55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2019.

Based on Concourse Financial Group Securities's 13F filing for Q3 2019, filed 13 Nov 2019.