BIA
PIZ icon

Biondo Investment Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Biondo Investment 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
2018
Q2 		– Sell
-93,303
Closed -$2.6M – 96
2018
Q1 		$2.6M Buy
93,303
+3,957
+4% +$112K 0.68% 43
2017
Q4 		$2.47M Sell
89,346
-2,190
-2% -$59.9K 0.62% 46
2017
Q3 		$2.48M Buy
91,536
+255
+0.3% +$6.73K 0.68% 42
2017
Q2 		$2.34M Sell
91,281
-4,352
-5% -$108K 0.68% 42
2017
Q1 		$2.17M Buy
95,633
+2,855
+3% +$64.4K 0.78% 41
2016
Q4 		$1.99M Sell
92,778
-2,970
-3% -$65.1K 0.66% 44
2016
Q3 		$2.27M Buy
95,748
+115
+0.1% +$2.68K 0.77% 44
2016
Q2 		$2.17M Buy
95,633
+3,090
+3% +$71.4K 0.78% 41
2016
Q1 		$2.13M Buy
92,543
+225
+0.2% +$4.97K 0.81% 39
2015
Q4 		$2.19M Buy
92,318
+1,085
+1% +$25.5K 0.73% 41
2015
Q3 		$2.05M Sell
91,233
-573
-0.6% -$13.5K 0.68% 44
2015
Q2 		$2.19M Buy
91,806
+3,690
+4% +$93.9K 0.66% 40
2015
Q1 		$2.19M Buy
88,116
+8,325
+10% +$204K 0.65% 38
2014
Q4 		$1.92M Buy
79,791
+9,175
+13% +$222K 0.58% 40
2014
Q3 		$1.72M Buy
70,616
+4,490
+7% +$115K 0.53% 43
2014
Q2 		$1.74M Buy
66,126
+3,790
+6% +$100K 0.55% 43
2014
Q1 		$1.68M Buy
62,336
+11,680
+23% +$309K 0.56% 44
2013
Q4 		$1.34M Buy
50,656
+2,840
+6% +$72.4K 0.46% 46
2013
Q3 		$1.2M Buy
47,816
+12,565
+36% +$291K 0.45% 46
2013
Q2 		$744K Buy
+35,251
New +$768K 0.32% 56

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Biondo Investment Advisors's PIZ Position: Q2 2018 in Review

Biondo Investment Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2018, closing a stake of 93,303 shares — an estimated $2.6M sold.

Biondo Investment Advisors first reported a position in PIZ in Q2 2013 and held it in 20 quarters. The position peaked at $2.6M in Q1 2018. 66 funds tracked by Wall St. Rank hold PIZ as of Q2 2018.

  • Biondo Investment Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2018 after selling out during the quarter.
  • Biondo Investment Advisors sold 93,303 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2018, an estimated $2.6M.
  • Biondo Investment Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2013 and held it in 20 quarters.
  • Biondo Investment Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2.6M in Q1 2018.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2018.

Based on Biondo Investment Advisors's 13F filing for Q2 2018, filed 2 Aug 2018.