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

YorkBridge 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
2019 Q3	–	Sell	-385	Closed	-$28K	–	275
2019 Q2	$28K	Hold	385	–	–	0.01%	424
2019 Q1	$26K	Hold	385	–	–	0.01%	427
2018 Q4	$23K	Hold	385	–	–	0.01%	425
2018 Q3	$26K	Hold	385	–	–	0.01%	459
2018 Q2	$25K	Buy	+385	New	+$25.2K	0.01%	471
2018 Q1	–	Sell	-385	Closed	-$25K	–	845
2017 Q4	$25K	Sell	385 -40	-9%	-$2.6K	0.01%	460
2017 Q3	$27K	Buy	+425	New	+$26.1K	0.01%	455

Other funds holding CZA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

YorkBridge Wealth Partners's CZA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Invesco Zacks Mid-Cap ETF (CZA) in Q3 2019, closing a stake of 385 shares — an estimated $28K sold.

YorkBridge Wealth Partners first reported a position in CZA in Q3 2017 and held it in 7 quarters. The position peaked at $28K in Q2 2019. 55 funds tracked by Wall St. Rank hold CZA as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Invesco Zacks Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 385 Invesco Zacks Mid-Cap ETF shares in Q3 2019, an estimated $28K.
YorkBridge Wealth Partners first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2017 and held it in 7 quarters.
YorkBridge Wealth Partners's Invesco Zacks Mid-Cap ETF position peaked at $28K in Q2 2019.
55 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.