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KHP Capital’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

KHP Capital’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
2018
Q3 		$112K Hold
1,640
– – 0.07% 87
2018
Q2 		$106K Sell
1,640
-1,300
-44% -$84.9K 0.07% 83
2018
Q1 		$191K Buy
+2,940
New +$194K 0.13% 60

Other funds holding CZA

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KHP Capital's CZA Position: Q3 2018 in Review

KHP Capital held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q3 2018 at 1,640 shares worth $112K. The position accounts for 0.07% of the portfolio, ranked #87.

KHP Capital first reported a position in CZA in Q1 2018 and has held it in 3 quarters since. The position peaked at $191K in Q1 2018. 46 funds tracked by Wall St. Rank hold CZA as of Q3 2018.

  • KHP Capital held 1,640 shares of Invesco Zacks Mid-Cap ETF worth $112K as of Q3 2018.
  • KHP Capital left its Invesco Zacks Mid-Cap ETF share count unchanged in Q3 2018.
  • Invesco Zacks Mid-Cap ETF made up 0.07% of KHP Capital's portfolio in Q3 2018, its #87 holding.
  • KHP Capital first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2018 and has held it in 3 quarters since.
  • KHP Capital's Invesco Zacks Mid-Cap ETF position peaked at $191K in Q1 2018.
  • 46 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.