Voya Financial Advisors’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Voya Financial Advisors’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 Q2	–	Sell	-16,738	Closed	-$1.07M	–	553
2018 Q1	$1.07M	Buy	16,738 +13,289	+385%	+$878K	0.07%	223
2017 Q4	$227K	Sell	3,449 -2,652	-43%	-$172K	0.01%	500
2017 Q3	$382K	Sell	6,101 -415	-6%	-$25.5K	0.03%	350
2017 Q2	$391K	Sell	6,516 -811	-11%	-$48K	0.03%	340
2017 Q1	$425K	Buy	7,327 +1,473	+25%	+$84K	0.03%	320
2016 Q4	$319K	Buy	5,854 +287	+5%	+$15.4K	0.03%	350
2016 Q3	$294K	Buy	+5,567	New	+$292K	0.03%	339

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

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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

Voya Financial Advisors's CZA Position: Q2 2018 in Review

Voya Financial Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2018, closing a stake of 16,738 shares — an estimated $1.07M sold.

Voya Financial Advisors first reported a position in CZA in Q3 2016 and held it in 7 quarters. The position peaked at $1.07M in Q1 2018. 48 funds tracked by Wall St. Rank hold CZA as of Q2 2018.

Voya Financial Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2018 after selling out during the quarter.
Voya Financial Advisors sold 16,738 Invesco Zacks Mid-Cap ETF shares in Q2 2018, an estimated $1.07M.
Voya Financial Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2016 and held it in 7 quarters.
Voya Financial Advisors's Invesco Zacks Mid-Cap ETF position peaked at $1.07M in Q1 2018.
48 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2018.

Based on Voya Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.