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Dynamic Advisor Solutions’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Dynamic Advisor Solutions’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
2020
Q2 		– Sell
-4,182
Closed -$221K – 559
2020
Q1 		$221K Sell
4,182
-442
-10% -$31K 0.04% 388
2019
Q4 		$356K Buy
+4,624
New +$345K 0.05% 371

Other funds holding CZA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dynamic Advisor Solutions's CZA Position: Q2 2020 in Review

Dynamic Advisor Solutions sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2020, closing a stake of 4,182 shares — an estimated $221K sold.

Dynamic Advisor Solutions first reported a position in CZA in Q4 2019 and held it in 2 quarters. The position peaked at $356K in Q4 2019. 49 funds tracked by Wall St. Rank hold CZA as of Q2 2020.

  • Dynamic Advisor Solutions reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,182 Invesco Zacks Mid-Cap ETF shares in Q2 2020, an estimated $221K.
  • Dynamic Advisor Solutions first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Invesco Zacks Mid-Cap ETF position peaked at $356K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2020, filed 5 Aug 2020.