Institute for Wealth Management’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

Institute for Wealth Management’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
2019 Q1	–	Sell	-20,549	Closed	-$328K	–	475
2018 Q4	$328K	Buy	+20,549	New	+$370K	0.13%	188
2018 Q2	–	Sell	-20,049	Closed	-$387K	–	259
2018 Q1	$387K	Sell	20,049 -500	-2%	-$9.57K	0.11%	213
2017 Q4	$399K	Sell	20,549 -236	-1%	-$4.55K	0.09%	258
2017 Q3	$399K	Hold	20,785	–	–	0.13%	201
2017 Q2	$377K	Buy	+20,785	New	+$375K	0.1%	271

Institute for Wealth Management's PZI Position: Q1 2019 in Review

Institute for Wealth Management sold out of Invesco Zacks Micro Cap ETF (PZI) in Q1 2019, closing a stake of 20,549 shares — an estimated $328K sold.

Institute for Wealth Management first reported a position in PZI in Q2 2017 and held it in 5 quarters. The position peaked at $399K in Q4 2017. 0 funds tracked by Wall St. Rank hold PZI as of Q1 2019.

Institute for Wealth Management reported no remaining Invesco Zacks Micro Cap ETF position as of Q1 2019 after selling out during the quarter.
Institute for Wealth Management sold 20,549 Invesco Zacks Micro Cap ETF shares in Q1 2019, an estimated $328K.
Institute for Wealth Management first reported a position in Invesco Zacks Micro Cap ETF in Q2 2017 and held it in 5 quarters.
Institute for Wealth Management's Invesco Zacks Micro Cap ETF position peaked at $399K in Q4 2017.
0 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q1 2019.

Based on Institute for Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.