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

Capital Asset 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
2020 Q4	–	Sell	-57	Closed	-$2K	–	1603
2020 Q3	$2K	Hold	57	–	–	﹤0.01%	526
2020 Q2	$2K	Hold	57	–	–	﹤0.01%	547
2020 Q1	$1K	Hold	57	–	–	﹤0.01%	500
2019 Q4	$2K	Buy	+57	New	+$1.57K	﹤0.01%	573

Other funds holding PIZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

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

Capital Asset Advisory Services's PIZ Position: Q4 2020 in Review

Capital Asset Advisory Services sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2020, closing a stake of 57 shares — an estimated $2K sold.

Capital Asset Advisory Services first reported a position in PIZ in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 52 funds tracked by Wall St. Rank hold PIZ as of Q4 2020.

Capital Asset Advisory Services reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2020 after selling out during the quarter.
Capital Asset Advisory Services sold 57 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2020, an estimated $2K.
Capital Asset Advisory Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2019 and held it in 4 quarters.
Capital Asset Advisory Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2K in Q3 2020.
52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2020.

Based on Capital Asset Advisory Services's 13F filing for Q4 2020, filed 2 Mar 2021.