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

Cetera 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
2023 Q3	–	Sell	-62,082	Closed	-$1.89M	–	1773
2023 Q2	$1.89M	Buy	+62,082	New	+$1.87M	0.03%	478
2019 Q2	–	Sell	-5,670	Closed	-$146K	–	1183
2019 Q1	$146K	Buy	+5,670	New	+$141K	0.01%	836
2018 Q2	–	Sell	-23,198	Closed	-$643K	–	895
2018 Q1	$643K	Sell	23,198 -47,860	-67%	-$1.36M	0.04%	406
2017 Q4	$1.97M	Buy	71,058 +1,915	+3%	+$52.4K	0.12%	176
2017 Q3	$1.87M	Buy	69,143 +14,892	+27%	+$393K	0.11%	198
2017 Q2	$1.39M	Buy	+54,251	New	+$1.35M	0.09%	252
2016 Q1	–	Sell	-27,823	Closed	-$660K	–	760
2015 Q4	$660K	Buy	27,823 +661	+2%	+$15.5K	0.06%	346
2015 Q3	$608K	Sell	27,162 -287	-1%	-$6.76K	0.06%	328
2015 Q2	$657K	Buy	+27,449	New	+$698K	0.06%	334
2014 Q3	–	Sell	-61,560	Closed	-$1.62M	–	641
2014 Q2	$1.62M	Buy	61,560 +2,054	+3%	+$54.4K	0.18%	143
2014 Q1	$1.6M	Sell	59,506 -1,408	-2%	-$37.3K	0.22%	107
2013 Q4	$1.61M	Buy	60,914 +3,452	+6%	+$88K	0.24%	101
2013 Q3	$1.44M	Sell	57,462 -2,427	-4%	-$56.2K	0.26%	98
2013 Q2	$1.26M	Buy	+59,889	New	+$1.3M	0.26%	108

Other funds holding PIZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFS

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Cetera Advisors's PIZ Position: Q3 2023 in Review

Cetera Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2023, closing a stake of 62,082 shares — an estimated $1.89M sold.

Cetera Advisors first reported a position in PIZ in Q2 2013 and held it in 14 quarters. The position peaked at $1.97M in Q4 2017. 53 funds tracked by Wall St. Rank hold PIZ as of Q3 2023.

Cetera Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2023 after selling out during the quarter.
Cetera Advisors sold 62,082 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2023, an estimated $1.89M.
Cetera Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2013 and held it in 14 quarters.
Cetera Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.97M in Q4 2017.
53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2023.

Based on Cetera Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.