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

Clearstead 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
Q1 		– Sell
-150
Closed -$4.12K – 1416
2022
Q4 		$4.12K Buy
+150
New +$4.04K ﹤0.01% 1004
2020
Q3 		– Sell
-7
Closed – – 920
2020
Q2 		$0 Hold
7
– – ﹤0.01% 825
2020
Q1 		$0 Buy
+7
New +$189 ﹤0.01% 783

Other funds holding PIZ

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
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
Jane Street
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
RWM
Refined Wealth Management Salt Lake City, Utah $158M AUM 24.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clearstead Advisors's PIZ Position: Q1 2023 in Review

Clearstead Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2023, closing a stake of 150 shares — an estimated $4.12K sold.

Clearstead Advisors first reported a position in PIZ in Q1 2020 and held it in 3 quarters. The position peaked at $4.12K in Q4 2022. 49 funds tracked by Wall St. Rank hold PIZ as of Q1 2023.

  • Clearstead Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Clearstead Advisors sold 150 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2023, an estimated $4.12K.
  • Clearstead Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2020 and held it in 3 quarters.
  • Clearstead Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $4.12K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2023.

Based on Clearstead Advisors's 13F filing for Q1 2023, filed 9 May 2023.