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Prospera Financial Services’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-12,888
Closed -$656K – 299
2015
Q2 		$656K Sell
12,888
-722
-5% -$37.1K 0.16% 104
2015
Q1 		$698K Sell
13,610
-1,138
-8% -$56.9K 0.16% 96
2014
Q4 		$730K Buy
+14,748
New +$718K 0.18% 91

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

Prospera Financial Services's CZA Position: Q3 2015 in Review

Prospera Financial Services sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2015, closing a stake of 12,888 shares — an estimated $656K sold.

Prospera Financial Services first reported a position in CZA in Q4 2014 and held it in 3 quarters. The position peaked at $730K in Q4 2014. 28 funds tracked by Wall St. Rank hold CZA as of Q3 2015.

  • Prospera Financial Services reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Prospera Financial Services sold 12,888 Invesco Zacks Mid-Cap ETF shares in Q3 2015, an estimated $656K.
  • Prospera Financial Services first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2014 and held it in 3 quarters.
  • Prospera Financial Services's Invesco Zacks Mid-Cap ETF position peaked at $730K in Q4 2014.
  • 28 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2015.

Based on Prospera Financial Services's 13F filing for Q3 2015, filed 16 Oct 2015.