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Rehmann Capital Advisory Group’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Rehmann Capital Advisory 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
Q2 		– Sell
-843
Closed -$55K – 2138
2018
Q1 		$55K Buy
+843
New +$55.7K 0.01% 728

Other funds holding CZA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rehmann Capital Advisory Group's CZA Position: Q2 2018 in Review

Rehmann Capital Advisory Group sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2018, closing a stake of 843 shares — an estimated $55K sold.

Rehmann Capital Advisory Group first reported a position in CZA in Q1 2018 and held it in 1 quarter. The position peaked at $55K in Q1 2018. 48 funds tracked by Wall St. Rank hold CZA as of Q2 2018.

  • Rehmann Capital Advisory Group reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 843 Invesco Zacks Mid-Cap ETF shares in Q2 2018, an estimated $55K.
  • Rehmann Capital Advisory Group first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2018 and held it in 1 quarter.
  • Rehmann Capital Advisory Group's Invesco Zacks Mid-Cap ETF position peaked at $55K in Q1 2018.
  • 48 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2018, filed 20 Sep 2018.