SFS
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Signator Financial Services’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Signator Financial Services’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
2013
Q3 		$6K Hold
135
– – 0.01% 228
2013
Q2 		$5K Buy
+135
New +$5.3K 0.01% 239

Other funds holding CZA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Signator Financial Services's CZA Position: Q3 2013 in Review

Signator Financial Services held its Invesco Zacks Mid-Cap ETF (CZA) position steady in Q3 2013 at 135 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #228.

Signator Financial Services first reported a position in CZA in Q2 2013 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold CZA as of Q3 2013.

  • Signator Financial Services held 135 shares of Invesco Zacks Mid-Cap ETF worth $6K as of Q3 2013.
  • Signator Financial Services left its Invesco Zacks Mid-Cap ETF share count unchanged in Q3 2013.
  • Invesco Zacks Mid-Cap ETF made up 0.01% of Signator Financial Services's portfolio in Q3 2013, its #228 holding.
  • Signator Financial Services first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.