CT Financial Advisors’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

CT Financial Advisors’s Portfolio PZI Stock Details PZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$1.12K	Buy	61 +1	+2%	+$19	﹤0.01%	578
2016 Q4	$1.12K	Buy	60 +1	+2%	+$18	﹤0.01%	578
2016 Q3	$998	Hold	59	–	–	﹤0.01%	581
2016 Q2	$924	Sell	59 -1,124	-95%	-$17.3K	﹤0.01%	584
2016 Q1	$17.7K	Buy	1,183 +4	+0.3%	+$56	0.01%	385
2015 Q4	$18.3K	Sell	1,179 -135	-10%	-$2.09K	0.01%	393
2015 Q3	$19K	Sell	1,314 -57	-4%	-$881	0.01%	382
2015 Q2	$22.2K	Sell	1,371 -931	-40%	-$15.2K	0.01%	380
2015 Q1	$37.5K	Buy	2,302 +1	+0%	+$16	0.02%	334
2014 Q4	$37.3K	Buy	+2,301	New	+$36.2K	0.03%	267
2014 Q1	$37.5K	Buy	+2,302	New	+$39K	0.02%	334

Other funds holding PZI

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

CWM

Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

SQA

Simon Quick Advisors Morristown, New Jersey $2.19B AUM 17.29% 1-Year Est. Return

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

CT Financial Advisors's PZI Position: Q1 2017 in Review

CT Financial Advisors increased its Invesco Zacks Micro Cap ETF (PZI) stake by 1.7% in Q1 2017, buying an estimated $19 and bringing the position to 61 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

CT Financial Advisors first reported a position in PZI in Q1 2014 and has held it in 11 quarters since. The position peaked at $37.5K in Q1 2015. 21 funds tracked by Wall St. Rank hold PZI as of Q1 2017.

CT Financial Advisors held 61 shares of Invesco Zacks Micro Cap ETF worth $1.12K as of Q1 2017.
CT Financial Advisors bought 1 Invesco Zacks Micro Cap ETF share in Q1 2017, an estimated $19.
Invesco Zacks Micro Cap ETF made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #578 holding.
CT Financial Advisors first reported a position in Invesco Zacks Micro Cap ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Invesco Zacks Micro Cap ETF position peaked at $37.5K in Q1 2015.
21 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.