DWM
CZA icon

Doyle Wealth Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Doyle Wealth Management’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
-100
Closed -$7K – 317
2019
Q2 		$7K Buy
+100
New +$6.97K ﹤0.01% 686
2019
Q1 		– Sell
-400
Closed -$24K – 306
2018
Q4 		$24K Buy
+400
New +$25.6K ﹤0.01% 482

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 $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 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 $374B AUM 17.66% 1-Year Est. Return

Doyle Wealth Management's CZA Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2019, closing a stake of 100 shares — an estimated $7K sold.

Doyle Wealth Management first reported a position in CZA in Q4 2018 and held it in 2 quarters. The position peaked at $24K in Q4 2018. 55 funds tracked by Wall St. Rank hold CZA as of Q3 2019.

  • Doyle Wealth Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 100 Invesco Zacks Mid-Cap ETF shares in Q3 2019, an estimated $7K.
  • Doyle Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $24K in Q4 2018.
  • 55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.