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

Creative Financial Designs’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 Q4	–	Sell	-213	Closed	-$15K	–	621
2018 Q3	$15K	Hold	213	–	–	0.01%	378
2018 Q2	$14K	Hold	213	–	–	0.01%	413
2018 Q1	$14K	Hold	213	–	–	0.01%	376
2017 Q4	$14K	Buy	+213	New	+$13.8K	0.01%	364

Other funds holding CZA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

Creative Financial Designs's CZA Position: Q4 2018 in Review

Creative Financial Designs sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2018, closing a stake of 213 shares — an estimated $15K sold.

Creative Financial Designs first reported a position in CZA in Q4 2017 and held it in 4 quarters. The position peaked at $15K in Q3 2018. 53 funds tracked by Wall St. Rank hold CZA as of Q4 2018.

Creative Financial Designs reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
Creative Financial Designs sold 213 Invesco Zacks Mid-Cap ETF shares in Q4 2018, an estimated $15K.
Creative Financial Designs first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2017 and held it in 4 quarters.
Creative Financial Designs's Invesco Zacks Mid-Cap ETF position peaked at $15K in Q3 2018.
53 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2018.

Based on Creative Financial Designs's 13F filing for Q4 2018, filed 24 Jan 2019.