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Stratos Wealth Partners’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-350
Closed -$24K – 1159
2018
Q3 		$24K Buy
+350
New +$23.7K ﹤0.01% 1785

Other funds holding CZA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

Stratos Wealth Partners's CZA Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2018, closing a stake of 350 shares — an estimated $24K sold.

Stratos Wealth Partners first reported a position in CZA in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 53 funds tracked by Wall St. Rank hold CZA as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 350 Invesco Zacks Mid-Cap ETF shares in Q4 2018, an estimated $24K.
  • Stratos Wealth Partners first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's Invesco Zacks Mid-Cap ETF position peaked at $24K in Q3 2018.
  • 53 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.