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

CT 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
2016
Q3 		– Sell
-75
Closed -$1.7K – 664
2016
Q2 		$1.7K Buy
+75
New +$1.73K ﹤0.01% 569

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CT Financial Advisors's PIZ Position: Q3 2016 in Review

CT Financial Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2016, closing a stake of 75 shares — an estimated $1.7K sold.

CT Financial Advisors first reported a position in PIZ in Q2 2016 and held it in 1 quarter. The position peaked at $1.7K in Q2 2016. 48 funds tracked by Wall St. Rank hold PIZ as of Q3 2016.

  • CT Financial Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2016 after selling out during the quarter.
  • CT Financial Advisors sold 75 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2016, an estimated $1.7K.
  • CT Financial Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2016 and held it in 1 quarter.
  • CT Financial Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.7K in Q2 2016.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2016.

Based on CT Financial Advisors's 13F filing for Q3 2016, filed 12 Oct 2016.