Wintrust Investments’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Wintrust Investments’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	-7,669	Closed	-$406K	–	354
2020 Q1	$406K	Sell	7,669 -499	-6%	-$34.9K	0.07%	200
2019 Q4	$628K	Sell	8,168 -17	-0.2%	-$1.27K	0.09%	177
2019 Q3	$596K	Sell	8,185 -200	-2%	-$14.3K	0.09%	182
2019 Q2	$600K	Sell	8,385 -2	-0%	-$139	0.09%	175
2019 Q1	$571K	Sell	8,387 -184	-2%	-$12K	0.09%	180
2018 Q4	$505K	Sell	8,571 -72	-0.8%	-$4.61K	0.09%	181
2018 Q3	$589K	Hold	8,643	–	–	0.1%	192
2018 Q2	$559K	Buy	+8,643	New	+$565K	0.1%	194

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

Wintrust Investments's CZA Position: Q2 2020 in Review

Wintrust Investments sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q2 2020, closing a stake of 7,669 shares — an estimated $406K sold.

Wintrust Investments first reported a position in CZA in Q2 2018 and held it in 8 quarters. The position peaked at $628K in Q4 2019. 49 funds tracked by Wall St. Rank hold CZA as of Q2 2020.

Wintrust Investments reported no remaining Invesco Zacks Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
Wintrust Investments sold 7,669 Invesco Zacks Mid-Cap ETF shares in Q2 2020, an estimated $406K.
Wintrust Investments first reported a position in Invesco Zacks Mid-Cap ETF in Q2 2018 and held it in 8 quarters.
Wintrust Investments's Invesco Zacks Mid-Cap ETF position peaked at $628K in Q4 2019.
49 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q2 2020.

Based on Wintrust Investments's 13F filing for Q2 2020, filed 7 Aug 2020.