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Regal Investment Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Regal Investment Advisors’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
Q4 		– Sell
-50
Closed -$2K – 392
2015
Q3 		$2K Buy
+50
New +$2.5K ﹤0.01% 927

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Regal Investment Advisors's CZA Position: Q4 2015 in Review

Regal Investment Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2015, closing a stake of 50 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in CZA in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 34 funds tracked by Wall St. Rank hold CZA as of Q4 2015.

  • Regal Investment Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 50 Invesco Zacks Mid-Cap ETF shares in Q4 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Invesco Zacks Mid-Cap ETF position peaked at $2K in Q3 2015.
  • 34 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.