GVAG
CZA icon

Great Valley Advisor Group’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Great Valley Advisor Group’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
-8,064
Closed -$427K – 417
2020
Q1 		$427K Buy
8,064
+2,764
+52% +$194K 0.11% 192
2019
Q4 		$408K Buy
+5,300
New +$396K 0.09% 237

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

Great Valley Advisor Group's CZA Position: Q2 2020 in Review

Great Valley Advisor Group sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2020, closing a stake of 8,064 shares — an estimated $427K sold.

Great Valley Advisor Group first reported a position in CZA in Q4 2019 and held it in 2 quarters. The position peaked at $427K in Q1 2020. 49 funds tracked by Wall St. Rank hold CZA as of Q2 2020.

  • Great Valley Advisor Group reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Great Valley Advisor Group sold 8,064 Invesco Zacks Mid-Cap ETF shares in Q2 2020, an estimated $427K.
  • Great Valley Advisor Group first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Great Valley Advisor Group's Invesco Zacks Mid-Cap ETF position peaked at $427K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2020.

Based on Great Valley Advisor Group's 13F filing for Q2 2020, filed 31 Jul 2020.