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LifePlan Financial Group’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$40K Hold
602
– – 0.02% 265
2020
Q2 		$37K Hold
602
– – 0.02% 269
2020
Q1 		$32K Hold
602
– – 0.02% 267
2019
Q4 		$46K Hold
602
– – 0.02% 259
2019
Q3 		$44K Buy
+602
New +$43.1K 0.02% 260

Other funds holding CZA

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LifePlan Financial Group's CZA Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q3 2020 at 602 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #265.

LifePlan Financial Group first reported a position in CZA in Q3 2019 and has held it in 5 quarters since. The position peaked at $46K in Q4 2019. 53 funds tracked by Wall St. Rank hold CZA as of Q3 2020.

  • LifePlan Financial Group held 602 shares of Invesco Zacks Mid-Cap ETF worth $40K as of Q3 2020.
  • LifePlan Financial Group left its Invesco Zacks Mid-Cap ETF share count unchanged in Q3 2020.
  • Invesco Zacks Mid-Cap ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #265 holding.
  • LifePlan Financial Group first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2019 and has held it in 5 quarters since.
  • LifePlan Financial Group's Invesco Zacks Mid-Cap ETF position peaked at $46K in Q4 2019.
  • 53 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.