CAPTRUST Financial Advisors
PIZ icon

CAPTRUST Financial Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

CAPTRUST Financial 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 		– Sell
-198
Closed -$5K – 3482
2022
Q2 		$5K Hold
198
– – ﹤0.01% 4107
2022
Q1 		$7K Buy
+198
New +$6.73K ﹤0.01% 3985

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PFS
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RJA
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LPL Financial
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NC
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MWM
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CAPTRUST Financial Advisors's PIZ Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2022, closing a stake of 198 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in PIZ in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 49 funds tracked by Wall St. Rank hold PIZ as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 198 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2022, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $7K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.