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PIZ icon

Allworth Financial’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Allworth Financial’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
2024
Q3 		– Sell
-225
Closed -$8.07K – 3809
2024
Q2 		$8.07K Hold
225
– – ﹤0.01% 2315
2024
Q1 		$7.75K Buy
+225
New +$7.4K ﹤0.01% 2213
2021
Q1 		– Sell
-64
Closed -$2K – 1594
2020
Q4 		$2K Buy
+64
New +$2.06K ﹤0.01% 1188

Other funds holding PIZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Allworth Financial's PIZ Position: Q3 2024 in Review

Allworth Financial sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2024, closing a stake of 225 shares — an estimated $8.07K sold.

Allworth Financial first reported a position in PIZ in Q4 2020 and held it in 3 quarters. The position peaked at $8.07K in Q2 2024. 55 funds tracked by Wall St. Rank hold PIZ as of Q3 2024.

  • Allworth Financial reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Allworth Financial sold 225 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2024, an estimated $8.07K.
  • Allworth Financial first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2020 and held it in 3 quarters.
  • Allworth Financial's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $8.07K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2024.

Based on Allworth Financial's 13F filing for Q3 2024, filed 23 Oct 2024.