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National Planning Corporation’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-130
Closed -$6.26K – 943
2014
Q4 		$6.26K Buy
+130
New +$6.33K ﹤0.01% 2227

Other funds holding CZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

National Planning Corporation's CZA Position: Q1 2015 in Review

National Planning Corporation sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2015, closing a stake of 130 shares — an estimated $6.26K sold.

National Planning Corporation first reported a position in CZA in Q4 2014 and held it in 1 quarter. The position peaked at $6.26K in Q4 2014. 30 funds tracked by Wall St. Rank hold CZA as of Q1 2015.

  • National Planning Corporation reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 130 Invesco Zacks Mid-Cap ETF shares in Q1 2015, an estimated $6.26K.
  • National Planning Corporation first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Invesco Zacks Mid-Cap ETF position peaked at $6.26K in Q4 2014.
  • 30 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.