WAM
PZI

Wealthspire Advisors (Maryland)’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PZI Stock Details PZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5
Closed – – 2669
2018
Q4 		$0 Hold
5
– – ﹤0.01% 2658
2018
Q3 		$0 Hold
5
– – ﹤0.01% 2605
2018
Q2 		$0 Buy
+5
New +$100 ﹤0.01% 2677

Wealthspire Advisors (Maryland)'s PZI Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Zacks Micro Cap ETF (PZI) in Q1 2019, closing a stake of 5 shares.

Wealthspire Advisors (Maryland) first reported a position in PZI in Q2 2018 and held it in 3 quarters. The position peaked at $0 in Q4 2018. 0 funds tracked by Wall St. Rank hold PZI as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco Zacks Micro Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5 Invesco Zacks Micro Cap ETF shares in Q1 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco Zacks Micro Cap ETF in Q2 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Invesco Zacks Micro Cap ETF position peaked at $0 in Q4 2018.
  • 0 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.