Northwest Wealth Management’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Northwest Wealth Management’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	-1,618	Closed	-$110K	–	191
2019 Q1	$110K	Hold	1,618	–	–	0.08%	151
2018 Q4	$95K	Sell	1,618 -230	-12%	-$14.7K	0.08%	152
2018 Q3	$126K	Sell	1,848 -111	-6%	-$7.52K	0.09%	132
2018 Q2	$127K	Hold	1,959	–	–	0.1%	131
2018 Q1	$127K	Buy	+1,959	New	+$129K	0.09%	133

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

Northwest Wealth Management's CZA Position: Q2 2019 in Review

Northwest Wealth Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2019, closing a stake of 1,618 shares — an estimated $110K sold.

Northwest Wealth Management first reported a position in CZA in Q1 2018 and held it in 5 quarters. The position peaked at $127K in Q2 2018. 57 funds tracked by Wall St. Rank hold CZA as of Q2 2019.

Northwest Wealth Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 1,618 Invesco Zacks Mid-Cap ETF shares in Q2 2019, an estimated $110K.
Northwest Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $127K in Q2 2018.
57 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.