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IHT Wealth Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

IHT Wealth Management’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
Q1 		– Sell
-2,674
Closed -$206K – 571
2019
Q4 		$206K Buy
+2,674
New +$200K 0.02% 555
2018
Q2 		– Sell
-2,852
Closed -$181K – 620
2018
Q1 		$181K Hold
2,852
– – 0.05% 363
2017
Q4 		$190K Buy
2,852
+24
+0.8% +$1.56K 0.05% 360
2017
Q3 		$180K Sell
2,828
-9,068
-76% -$557K 0.08% 261
2017
Q2 		$255 Buy
11,896
+225
+2% +$13.3K 0.12% 198
2017
Q1 		$285K Buy
11,671
+8,140
+231% +$464K 0.19% 131
2016
Q4 		$193K Buy
+3,531
New +$189K 0.15% 163

Other funds holding CZA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DW
Domani Wealth Lancaster, Pennsylvania $431M AUM 6.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IHT Wealth Management's CZA Position: Q1 2020 in Review

IHT Wealth Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2020, closing a stake of 2,674 shares — an estimated $206K sold.

IHT Wealth Management first reported a position in CZA in Q4 2016 and held it in 7 quarters. The position peaked at $285K in Q1 2017. 58 funds tracked by Wall St. Rank hold CZA as of Q1 2020.

  • IHT Wealth Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • IHT Wealth Management sold 2,674 Invesco Zacks Mid-Cap ETF shares in Q1 2020, an estimated $206K.
  • IHT Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2016 and held it in 7 quarters.
  • IHT Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $285K in Q1 2017.
  • 58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2020.

Based on IHT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.