Rothschild Investment LLC’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Rothschild Investment LLC’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 Q1	–	Sell	-10,500	Closed	-$688K	–	384
2017 Q4	$688K	Hold	10,500	–	–	0.07%	236
2017 Q3	$660K	Hold	10,500	–	–	0.07%	240
2017 Q2	$633K	Hold	10,500	–	–	0.07%	252
2017 Q1	$611K	Sell	10,500 -200	-2%	-$11.4K	0.07%	251
2016 Q4	$582K	Hold	10,700	–	–	0.07%	239
2016 Q3	$571K	Hold	10,700	–	–	0.07%	246
2016 Q2	$543K	Sell	10,700 -1,800	-14%	-$90.3K	0.07%	246
2016 Q1	$610K	Hold	12,500	–	–	0.08%	241
2015 Q4	$599K	Hold	12,500	–	–	0.08%	247
2015 Q3	$590K	Hold	12,500	–	–	0.08%	252
2015 Q2	$636K	Hold	12,500	–	–	0.07%	272
2015 Q1	$641K	Hold	12,500	–	–	0.08%	258
2014 Q4	$619K	Hold	12,500	–	–	0.07%	257
2014 Q3	$604K	Hold	12,500	–	–	0.07%	264
2014 Q2	$607K	Hold	12,500	–	–	0.08%	235
2014 Q1	$579K	Hold	12,500	–	–	0.08%	242
2013 Q4	$567K	Hold	12,500	–	–	0.08%	250
2013 Q3	$529K	Hold	12,500	–	–	0.08%	243
2013 Q2	$496K	Buy	+12,500	New	+$491K	0.08%	230

Other funds holding CZA

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Rothschild Investment LLC's CZA Position: Q1 2018 in Review

Rothschild Investment LLC sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2018, closing a stake of 10,500 shares — an estimated $688K sold.

Rothschild Investment LLC first reported a position in CZA in Q2 2013 and held it in 19 quarters. The position peaked at $688K in Q4 2017. 43 funds tracked by Wall St. Rank hold CZA as of Q1 2018.

Rothschild Investment LLC reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
Rothschild Investment LLC sold 10,500 Invesco Zacks Mid-Cap ETF shares in Q1 2018, an estimated $688K.
Rothschild Investment LLC first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2013 and held it in 19 quarters.
Rothschild Investment LLC's Invesco Zacks Mid-Cap ETF position peaked at $688K in Q4 2017.
43 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2018.

Based on Rothschild Investment LLC's 13F filing for Q1 2018, filed 27 Apr 2018.