LVZ Inc’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

LVZ Inc’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
2016 Q2	–	Sell	-4,459	Closed	-$218K	–	34
2016 Q1	$218K	Buy	+4,459	New	+$203K	0.1%	51

Other funds holding CZA

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

LVZ Inc's CZA Position: Q2 2016 in Review

LVZ Inc sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2016, closing a stake of 4,459 shares — an estimated $218K sold.

LVZ Inc first reported a position in CZA in Q1 2016 and held it in 1 quarter. The position peaked at $218K in Q1 2016. 31 funds tracked by Wall St. Rank hold CZA as of Q2 2016.

LVZ Inc reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2016 after selling out during the quarter.
LVZ Inc sold 4,459 Invesco Zacks Mid-Cap ETF shares in Q2 2016, an estimated $218K.
LVZ Inc first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2016 and held it in 1 quarter.
LVZ Inc's Invesco Zacks Mid-Cap ETF position peaked at $218K in Q1 2016.
31 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2016.

Based on LVZ Inc's 13F filing for Q2 2016, filed 3 Aug 2016.