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Pinnacle Financial Partners (Tennessee)’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
Q1 		– Sell
-475
Closed -$37K – 444
2019
Q4 		$37K Buy
+475
New +$35.5K ﹤0.01% 400
2019
Q2 		– Sell
-475
Closed -$32K – 379
2019
Q1 		$32K Buy
+475
New +$31K ﹤0.01% 369

Other funds holding CZA

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UBS Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DW
Domani Wealth Lancaster, Pennsylvania $431M AUM 6.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s CZA Position: Q1 2020 in Review

Pinnacle Financial Partners (Tennessee) sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2020, closing a stake of 475 shares — an estimated $37K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in CZA in Q1 2019 and held it in 2 quarters. The position peaked at $37K in Q4 2019. 58 funds tracked by Wall St. Rank hold CZA as of Q1 2020.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 475 Invesco Zacks Mid-Cap ETF shares in Q1 2020, an estimated $37K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2019 and held it in 2 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Invesco Zacks Mid-Cap ETF position peaked at $37K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2020.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2020, filed 16 Apr 2020.