Capital Advisory Group Advisory Services’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-340	Closed	-$11K	–	179
2022 Q2	$11K	Hold	340	–	–	0.01%	183
2022 Q1	$11K	Buy	+340	New	+$11.6K	0.01%	361
2021 Q4	–	Sell	-340	Closed	-$13K	–	401
2021 Q3	$13K	Hold	340	–	–	﹤0.01%	374
2021 Q2	$13K	Hold	340	–	–	﹤0.01%	372
2021 Q1	$12K	Hold	340	–	–	﹤0.01%	366
2020 Q4	$11K	Hold	340	–	–	﹤0.01%	359
2020 Q3	$11K	Hold	340	–	–	0.01%	310
2020 Q2	$9K	Hold	340	–	–	0.01%	315
2020 Q1	$8K	Hold	340	–	–	0.01%	259
2019 Q4	$10K	Hold	340	–	–	0.01%	156
2019 Q3	$9K	Hold	340	–	–	0.01%	296
2019 Q2	$9K	Hold	340	–	–	0.01%	294
2019 Q1	$9K	Hold	340	–	–	0.01%	288
2018 Q4	$8K	Hold	340	–	–	0.01%	271
2018 Q3	$9K	Hold	340	–	–	0.01%	254
2018 Q2	$9K	Hold	340	–	–	0.01%	245
2018 Q1	$9K	Buy	+340	New	+$9.63K	0.01%	238

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 $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

MWM

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

Capital Advisory Group Advisory Services's PIZ Position: Q3 2022 in Review

Capital Advisory Group Advisory Services sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2022, closing a stake of 340 shares — an estimated $11K sold.

Capital Advisory Group Advisory Services first reported a position in PIZ in Q1 2018 and held it in 17 quarters. The position peaked at $13K in Q3 2021. 49 funds tracked by Wall St. Rank hold PIZ as of Q3 2022.

Capital Advisory Group Advisory Services reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 340 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2022, an estimated $11K.
Capital Advisory Group Advisory Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2018 and held it in 17 quarters.
Capital Advisory Group Advisory Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $13K in Q3 2021.
49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.