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Sigma Planning Corp’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Sigma Planning Corp’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
2020
Q1 		– Sell
-11,040
Closed -$849K – 951
2019
Q4 		$849K Buy
+11,040
New +$825K 0.04% 448

Other funds holding CZA

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DW
Domani Wealth Lancaster, Pennsylvania $431M AUM 6.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sigma Planning Corp's CZA Position: Q1 2020 in Review

Sigma Planning Corp sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q1 2020, closing a stake of 11,040 shares — an estimated $849K sold.

Sigma Planning Corp first reported a position in CZA in Q4 2019 and held it in 1 quarter. The position peaked at $849K in Q4 2019. 58 funds tracked by Wall St. Rank hold CZA as of Q1 2020.

  • Sigma Planning Corp reported no remaining Invesco Zacks Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 11,040 Invesco Zacks Mid-Cap ETF shares in Q1 2020, an estimated $849K.
  • Sigma Planning Corp first reported a position in Invesco Zacks Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Sigma Planning Corp's Invesco Zacks Mid-Cap ETF position peaked at $849K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2020.

Based on Sigma Planning Corp's 13F filing for Q1 2020, filed 1 May 2020.