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Advisor Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Advisor Group’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$359K Sell
12,491
-580
-4% -$15.9K ﹤0.01% 1913
2019
Q3 		$344K Buy
13,071
+461
+4% +$12.4K ﹤0.01% 1901
2019
Q2 		$341K Buy
12,610
+502
+4% +$13.3K ﹤0.01% 1898
2019
Q1 		$313K Buy
12,108
+2,074
+21% +$51.5K ﹤0.01% 1939
2018
Q4 		$230K Buy
10,034
+3,028
+43% +$73.8K ﹤0.01% 1986
2018
Q3 		$192K Buy
7,006
+2,586
+59% +$72K ﹤0.01% 2195
2018
Q2 		$121K Sell
4,420
-1,584
-26% -$44.5K ﹤0.01% 2373
2018
Q1 		$168K Sell
6,004
-4,277
-42% -$121K ﹤0.01% 2116
2017
Q4 		$285K Sell
10,281
-2,208
-18% -$60.4K ﹤0.01% 1731
2017
Q3 		$337K Buy
12,489
+859
+7% +$22.7K 0.01% 1449
2017
Q2 		$299K Buy
11,630
+6,311
+119% +$157K 0.01% 1483
2017
Q1 		$124K Buy
5,319
+2,424
+84% +$54.7K ﹤0.01% 2019
2016
Q4 		$61K Sell
2,895
-2,036
-41% -$44.6K ﹤0.01% 2447
2016
Q3 		$117K Sell
4,931
-101
-2% -$2.35K ﹤0.01% 1899
2016
Q2 		$112K Buy
+5,032
New +$116K ﹤0.01% 1846

Other funds holding PIZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Advisor Group's PIZ Position: Q4 2019 in Review

Advisor Group reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 4.4% in Q4 2019, selling an estimated $15.9K and leaving 12,491 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Advisor Group first reported a position in PIZ in Q2 2016 and has held it in 15 quarters since. 57 funds tracked by Wall St. Rank hold PIZ as of Q4 2019.

  • Advisor Group held 12,491 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $359K as of Q4 2019.
  • Advisor Group sold 580 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2019, an estimated $15.9K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1913 holding.
  • Advisor Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2016 and has held it in 15 quarters since.
  • 57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.