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Parkside Financial Bank & Trust’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Parkside Financial Bank & Trust’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
Q2 		– Sell
-175
Closed -$9K – 1518
2020
Q1 		$9K Buy
+175
New +$12.3K ﹤0.01% 741

Other funds holding CZA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Parkside Financial Bank & Trust's CZA Position: Q2 2020 in Review

Parkside Financial Bank & Trust sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2020, closing a stake of 175 shares — an estimated $9K sold.

Parkside Financial Bank & Trust first reported a position in CZA in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 49 funds tracked by Wall St. Rank hold CZA as of Q2 2020.

  • Parkside Financial Bank & Trust reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 175 Invesco Zacks Mid-Cap ETF shares in Q2 2020, an estimated $9K.
  • Parkside Financial Bank & Trust first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Invesco Zacks Mid-Cap ETF position peaked at $9K in Q1 2020.
  • 49 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2020.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2020, filed 10 Aug 2020.