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Founders Financial Alliance’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-421
Closed -$28K – 613
2020
Q3 		$28K Buy
+421
New +$27.5K 0.02% 486

Other funds holding CZA

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Founders Financial Alliance's CZA Position: Q4 2020 in Review

Founders Financial Alliance sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2020, closing a stake of 421 shares — an estimated $28K sold.

Founders Financial Alliance first reported a position in CZA in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 52 funds tracked by Wall St. Rank hold CZA as of Q4 2020.

  • Founders Financial Alliance reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 421 Invesco Zacks Mid-Cap ETF shares in Q4 2020, an estimated $28K.
  • Founders Financial Alliance first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Invesco Zacks Mid-Cap ETF position peaked at $28K in Q3 2020.
  • 52 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.