Lenox Wealth Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Lenox Wealth Advisors’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
2019 Q2	–	Sell	-10	Closed	-$1K	–	447
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	578
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	354
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	386
2018 Q2	$1K	Buy	+10	New	+$653	﹤0.01%	508

Other funds holding CZA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

Lenox Wealth Advisors's CZA Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in CZA in Q2 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 57 funds tracked by Wall St. Rank hold CZA as of Q2 2019.

Lenox Wealth Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 10 Invesco Zacks Mid-Cap ETF shares in Q2 2019, an estimated $1K.
Lenox Wealth Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2018 and held it in 4 quarters.
Lenox Wealth Advisors's Invesco Zacks Mid-Cap ETF position peaked at $1K in Q1 2019.
57 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.