GFS Private Wealth’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

GFS Private Wealth’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 Q4	$470K	Buy	+24,277	New	+$468K	0.16%	42

Other funds holding PZI

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

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

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

GFS Private Wealth's PZI Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Invesco Zacks Micro Cap ETF (PZI) in Q4 2017: 24,277 shares worth $470K. The stake represents 0.16% of the portfolio and ranks #42 among its holdings.

16 funds tracked by Wall St. Rank hold PZI as of Q4 2017.

GFS Private Wealth held 24,277 shares of Invesco Zacks Micro Cap ETF worth $470K as of Q4 2017.
Invesco Zacks Micro Cap ETF was a new GFS Private Wealth position in Q4 2017.
Invesco Zacks Micro Cap ETF made up 0.16% of GFS Private Wealth's portfolio in Q4 2017, its #42 holding.
16 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.