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

Kingsview 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
2018 Q4	–	Sell	-20,185	Closed	-$407K	–	456
2018 Q3	$407K	Buy	20,185 +5,479	+37%	+$112K	0.08%	246
2018 Q2	$299K	Buy	14,706 +86	+0.6%	+$1.71K	0.07%	264
2018 Q1	$277K	Buy	14,620 +2,620	+22%	+$50.1K	0.07%	265
2017 Q4	$232K	Sell	12,000 -54	-0.4%	-$1.04K	0.08%	280
2017 Q3	$231K	Buy	12,054 +336	+3%	+$6.09K	0.1%	245
2017 Q2	$212K	Buy	+11,718	New	+$212K	0.11%	233

Other funds holding PZI

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

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

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

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Kingsview Wealth Management's PZI Position: Q4 2018 in Review

Kingsview Wealth Management sold out of Invesco Zacks Micro Cap ETF (PZI) in Q4 2018, closing a stake of 20,185 shares — an estimated $407K sold.

Kingsview Wealth Management first reported a position in PZI in Q2 2017 and held it in 6 quarters. The position peaked at $407K in Q3 2018. 17 funds tracked by Wall St. Rank hold PZI as of Q4 2018.

Kingsview Wealth Management reported no remaining Invesco Zacks Micro Cap ETF position as of Q4 2018 after selling out during the quarter.
Kingsview Wealth Management sold 20,185 Invesco Zacks Micro Cap ETF shares in Q4 2018, an estimated $407K.
Kingsview Wealth Management first reported a position in Invesco Zacks Micro Cap ETF in Q2 2017 and held it in 6 quarters.
Kingsview Wealth Management's Invesco Zacks Micro Cap ETF position peaked at $407K in Q3 2018.
17 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q4 2018.

Based on Kingsview Wealth Management's 13F filing for Q4 2018, filed 29 Jan 2020.