Greenleaf Trust’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Greenleaf Trust’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	-5,457	Closed	-$289K	–	565
2020 Q1	$289K	Hold	5,457	–	–	0.01%	345
2019 Q4	$420K	Hold	5,457	–	–	0.01%	333
2019 Q3	$397K	Hold	5,457	–	–	0.01%	336
2019 Q2	$390K	Hold	5,457	–	–	0.01%	337
2019 Q1	$372K	Hold	5,457	–	–	0.01%	333
2018 Q4	$322K	Hold	5,457	–	–	0.01%	349
2018 Q3	$372K	Hold	5,457	–	–	0.01%	338
2018 Q2	$353K	Sell	5,457 -65	-1%	-$4.25K	0.01%	337
2018 Q1	$359K	Hold	5,522	–	–	0.01%	300
2017 Q4	$362K	Buy	+5,522	New	+$359K	0.01%	298

Other funds holding CZA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Greenleaf Trust's CZA Position: Q2 2020 in Review

Greenleaf Trust sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2020, closing a stake of 5,457 shares — an estimated $289K sold.

Greenleaf Trust first reported a position in CZA in Q4 2017 and held it in 10 quarters. The position peaked at $420K in Q4 2019. 49 funds tracked by Wall St. Rank hold CZA as of Q2 2020.

Greenleaf Trust reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Greenleaf Trust sold 5,457 Invesco Zacks Mid-Cap ETF shares in Q2 2020, an estimated $289K.
Greenleaf Trust first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2017 and held it in 10 quarters.
Greenleaf Trust's Invesco Zacks Mid-Cap ETF position peaked at $420K in Q4 2019.
49 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2020.

Based on Greenleaf Trust's 13F filing for Q2 2020, filed 12 Aug 2020.