QCIG
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Quad-Cities Investment Group’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Quad-Cities Investment Group’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
2018
Q4 		– Sell
-85
Closed -$6K – 854
2018
Q3 		$6K Buy
+85
New +$5.76K 0.01% 673

Other funds holding CZA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

Quad-Cities Investment Group's CZA Position: Q4 2018 in Review

Quad-Cities Investment Group sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2018, closing a stake of 85 shares — an estimated $6K sold.

Quad-Cities Investment Group first reported a position in CZA in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 53 funds tracked by Wall St. Rank hold CZA as of Q4 2018.

  • Quad-Cities Investment Group reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Quad-Cities Investment Group sold 85 Invesco Zacks Mid-Cap ETF shares in Q4 2018, an estimated $6K.
  • Quad-Cities Investment Group first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Quad-Cities Investment Group's Invesco Zacks Mid-Cap ETF position peaked at $6K in Q3 2018.
  • 53 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2018.

Based on Quad-Cities Investment Group's 13F filing for Q4 2018, filed 6 Feb 2019.