Level Four Advisory Services’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-42,889
Closed -$2.81M 536
2017
Q4
$2.81M Buy
42,889
+11,040
+35% +$718K 0.22% 96
2017
Q3
$2M Buy
31,849
+25,372
+392% +$1.56M 0.18% 114
2017
Q2
$374K Hold
6,477
0.06% 310
2017
Q1
$374K Buy
+6,477
New +$369K 0.04% 367

Other funds holding CZA

Level Four Advisory Services's CZA Position: Q1 2018 in Review

Level Four Advisory Services sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2018, closing a stake of 42,889 shares — an estimated $2.81M sold.

Level Four Advisory Services first reported a position in CZA in Q1 2017 and held it in 4 quarters. The position peaked at $2.81M in Q4 2017. 43 funds tracked by Wall St. Rank hold CZA as of Q1 2018.

  • Level Four Advisory Services reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Level Four Advisory Services sold 42,889 Invesco Zacks Mid-Cap ETF shares in Q1 2018, an estimated $2.81M.
  • Level Four Advisory Services first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2017 and held it in 4 quarters.
  • Level Four Advisory Services's Invesco Zacks Mid-Cap ETF position peaked at $2.81M in Q4 2017.
  • 43 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2018.

Based on Level Four Advisory Services's 13F filing for Q1 2018, filed 14 May 2018.