YWP
PZI

YorkBridge Wealth Partners’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

YorkBridge Wealth Partners’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
2018
Q2 		– Sell
-385
Closed -$25K – 896
2018
Q1 		$25K Buy
+385
New +$7.37K 0.01% 476

Other funds holding PZI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

YorkBridge Wealth Partners's PZI Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Invesco Zacks Micro Cap ETF (PZI) in Q2 2018, closing a stake of 385 shares — an estimated $25K sold.

YorkBridge Wealth Partners first reported a position in PZI in Q1 2018 and held it in 1 quarter. The position peaked at $25K in Q1 2018. 15 funds tracked by Wall St. Rank hold PZI as of Q2 2018.

  • YorkBridge Wealth Partners reported no remaining Invesco Zacks Micro Cap ETF position as of Q2 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 385 Invesco Zacks Micro Cap ETF shares in Q2 2018, an estimated $25K.
  • YorkBridge Wealth Partners first reported a position in Invesco Zacks Micro Cap ETF in Q1 2018 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Invesco Zacks Micro Cap ETF position peaked at $25K in Q1 2018.
  • 15 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.