IFP Advisors’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

IFP Advisors’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
2016 Q3	–	Sell	-400	Closed	-$6K	–	4149
2016 Q2	$6K	Buy	+400	New	+$6.16K	﹤0.01%	3090
2016 Q1	–	Sell	-400	Closed	-$6K	–	3864
2015 Q4	$6K	Buy	+400	New	+$6.2K	﹤0.01%	2910

Other funds holding PZI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CWM

Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors's PZI Position: Q3 2016 in Review

IFP Advisors sold out of Invesco Zacks Micro Cap ETF (PZI) in Q3 2016, closing a stake of 400 shares — an estimated $6K sold.

IFP Advisors first reported a position in PZI in Q4 2015 and held it in 2 quarters. The position peaked at $6K in Q2 2016. 19 funds tracked by Wall St. Rank hold PZI as of Q3 2016.

IFP Advisors reported no remaining Invesco Zacks Micro Cap ETF position as of Q3 2016 after selling out during the quarter.
IFP Advisors sold 400 Invesco Zacks Micro Cap ETF shares in Q3 2016, an estimated $6K.
IFP Advisors first reported a position in Invesco Zacks Micro Cap ETF in Q4 2015 and held it in 2 quarters.
IFP Advisors's Invesco Zacks Micro Cap ETF position peaked at $6K in Q2 2016.
19 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q3 2016.

Based on IFP Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.