Spectrum Wealth Advisory Group’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Spectrum Wealth 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
2020 Q2	–	Sell	-6,204	Closed	-$330K	–	34
2020 Q1	$330K	Sell	6,204 -819	-12%	-$57.4K	0.71%	21
2019 Q4	$540K	Sell	7,023 -21	-0.3%	-$1.57K	0.97%	19
2019 Q3	$513K	Sell	7,044 -4,972	-41%	-$356K	1.02%	19
2019 Q2	$860K	Sell	12,016 -39,586	-77%	-$2.76M	1.76%	17
2019 Q1	$3.52M	Buy	+51,602	New	+$3.37M	5.5%	7

Other funds holding CZA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Spectrum Wealth Advisory Group's CZA Position: Q2 2020 in Review

Spectrum Wealth Advisory Group sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2020, closing a stake of 6,204 shares — an estimated $330K sold.

Spectrum Wealth Advisory Group first reported a position in CZA in Q1 2019 and held it in 5 quarters. The position peaked at $3.52M in Q1 2019. 49 funds tracked by Wall St. Rank hold CZA as of Q2 2020.

Spectrum Wealth Advisory Group reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 6,204 Invesco Zacks Mid-Cap ETF shares in Q2 2020, an estimated $330K.
Spectrum Wealth Advisory Group first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2019 and held it in 5 quarters.
Spectrum Wealth Advisory Group's Invesco Zacks Mid-Cap ETF position peaked at $3.52M in Q1 2019.
49 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2020.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2020, filed 15 Jul 2020.