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Gradient Investments’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Gradient Investments’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
Q4 		– Sell
-38
Closed -$3K – 1116
2019
Q3 		$3K Buy
+38
New +$2.72K ﹤0.01% 861

Other funds holding CZA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments's CZA Position: Q4 2019 in Review

Gradient Investments sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2019, closing a stake of 38 shares — an estimated $3K sold.

Gradient Investments first reported a position in CZA in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 57 funds tracked by Wall St. Rank hold CZA as of Q4 2019.

  • Gradient Investments reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Gradient Investments sold 38 Invesco Zacks Mid-Cap ETF shares in Q4 2019, an estimated $3K.
  • Gradient Investments first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2019 and held it in 1 quarter.
  • Gradient Investments's Invesco Zacks Mid-Cap ETF position peaked at $3K in Q3 2019.
  • 57 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.