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

WFG 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
2014 Q4	–	Sell	-275	Closed	-$13K	–	2102
2014 Q3	$13K	Hold	275	–	–	﹤0.01%	1401
2014 Q2	$13K	Hold	275	–	–	﹤0.01%	1406
2014 Q1	$13K	Buy	+275	New	+$12.5K	﹤0.01%	1391

Other funds holding CZA

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

RJA

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

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

WFG Advisors's CZA Position: Q4 2014 in Review

WFG Advisors sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q4 2014, closing a stake of 275 shares — an estimated $13K sold.

WFG Advisors first reported a position in CZA in Q1 2014 and held it in 3 quarters. The position peaked at $13K in Q3 2014. 31 funds tracked by Wall St. Rank hold CZA as of Q4 2014.

WFG Advisors reported no remaining Invesco Zacks Mid-Cap ETF position as of Q4 2014 after selling out during the quarter.
WFG Advisors sold 275 Invesco Zacks Mid-Cap ETF shares in Q4 2014, an estimated $13K.
WFG Advisors first reported a position in Invesco Zacks Mid-Cap ETF in Q1 2014 and held it in 3 quarters.
WFG Advisors's Invesco Zacks Mid-Cap ETF position peaked at $13K in Q3 2014.
31 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.