American Portfolios Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

American Portfolios Advisors’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
2022 Q3	$40K	Sell	1,649 -153	-8%	-$4.25K	﹤0.01%	1838
2022 Q2	$49.8K	Hold	1,802	–	–	﹤0.01%	1761
2022 Q1	$60.6K	Hold	1,802	–	–	﹤0.01%	1792
2021 Q4	$72.6K	Buy	1,802 +35	+2%	+$1.38K	﹤0.01%	1690
2021 Q3	$67.1K	Buy	1,767 +330	+23%	+$13.2K	﹤0.01%	1631
2021 Q2	$54.2K	Hold	1,437	–	–	﹤0.01%	1701
2021 Q1	$48.8K	Hold	1,437	–	–	﹤0.01%	1621
2020 Q4	$48.6K	Hold	1,437	–	–	﹤0.01%	1420
2020 Q3	$44.6K	Hold	1,437	–	–	﹤0.01%	1363
2020 Q2	$39.7K	Buy	1,437 +765	+114%	+$19.5K	﹤0.01%	1367
2020 Q1	$15.2K	Hold	672	–	–	﹤0.01%	1640
2019 Q4	$19.4K	Hold	672	–	–	﹤0.01%	1735
2019 Q3	$17.7K	Hold	672	–	–	﹤0.01%	1717
2019 Q2	$18.2K	Hold	672	–	–	﹤0.01%	1695
2019 Q1	$17.4K	Hold	672	–	–	﹤0.01%	1632
2018 Q4	$15.4K	Hold	672	–	–	﹤0.01%	1474
2018 Q3	$18.4K	Hold	672	–	–	﹤0.01%	1510
2018 Q2	$18.5K	Buy	+672	New	+$18.9K	﹤0.01%	1479

Other funds holding PIZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

MWM

MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

American Portfolios Advisors's PIZ Position: Q3 2022 in Review

American Portfolios Advisors reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 8.5% in Q3 2022, selling an estimated $4.25K and leaving 1,649 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

American Portfolios Advisors first reported a position in PIZ in Q2 2018 and has held it in 18 quarters since. The position peaked at $72.6K in Q4 2021. 49 funds tracked by Wall St. Rank hold PIZ as of Q3 2022.

American Portfolios Advisors held 1,649 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $40K as of Q3 2022.
American Portfolios Advisors sold 153 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2022, an estimated $4.25K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1838 holding.
American Portfolios Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2018 and has held it in 18 quarters since.
American Portfolios Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $72.6K in Q4 2021.
49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.