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

Paulson 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 Q4	–	Sell	-4,226	Closed	-$308K	–	101
2019 Q3	$308K	Sell	4,226 -841	-17%	-$60.2K	0.23%	79
2019 Q2	$367K	Sell	5,067 -1,488	-23%	-$104K	0.27%	69
2019 Q1	$446K	Sell	6,555 -2,368	-27%	-$154K	0.34%	63
2018 Q4	$555K	Sell	8,923 -4,134	-32%	-$264K	0.46%	54
2018 Q3	$831K	Sell	13,057 -351	-3%	-$23.8K	0.75%	36
2018 Q2	$867K	Sell	13,408 -8,953	-40%	-$585K	0.86%	32
2018 Q1	$1.45M	Sell	22,361 -1,026	-4%	-$67.8K	1.45%	17
2017 Q4	$1.53M	Buy	+23,387	New	+$1.52M	1.35%	17

Other funds holding CZA

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paulson Wealth Management's CZA Position: Q4 2019 in Review

Paulson Wealth Management sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2019, closing a stake of 4,226 shares — an estimated $308K sold.

Paulson Wealth Management first reported a position in CZA in Q4 2017 and held it in 8 quarters. The position peaked at $1.53M in Q4 2017. 57 funds tracked by Wall St. Rank hold CZA as of Q4 2019.

Paulson Wealth Management reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Paulson Wealth Management sold 4,226 Invesco Zacks Mid-Cap ETF shares in Q4 2019, an estimated $308K.
Paulson Wealth Management first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2017 and held it in 8 quarters.
Paulson Wealth Management's Invesco Zacks Mid-Cap ETF position peaked at $1.53M in Q4 2017.
57 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2019.

Based on Paulson Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.