AIM
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Anchor Investment Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Anchor Investment Management’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
2023
Q2 		– Sell
-2,620
Closed -$78.5K – 992
2023
Q1 		$78.5K Buy
+2,620
New +$76.8K 0.01% 467

Other funds holding PIZ

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $158M AUM 24.38% 1-Year Est. Return

Anchor Investment Management's PIZ Position: Q2 2023 in Review

Anchor Investment Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2023, closing a stake of 2,620 shares — an estimated $78.5K sold.

Anchor Investment Management first reported a position in PIZ in Q1 2023 and held it in 1 quarter. The position peaked at $78.5K in Q1 2023. 43 funds tracked by Wall St. Rank hold PIZ as of Q2 2023.

  • Anchor Investment Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 2,620 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2023, an estimated $78.5K.
  • Anchor Investment Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2023 and held it in 1 quarter.
  • Anchor Investment Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $78.5K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.