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Destiny Wealth Partners’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Destiny Wealth Partners’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
2021
Q2 		– Sell
-1,330
Closed -$45K – 409
2021
Q1 		$45K Hold
1,330
– – 0.01% 281
2020
Q4 		$45K Buy
+1,330
New +$42.8K 0.01% 296

Other funds holding PIZ

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Destiny Wealth Partners's PIZ Position: Q2 2021 in Review

Destiny Wealth Partners sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2021, closing a stake of 1,330 shares — an estimated $45K sold.

Destiny Wealth Partners first reported a position in PIZ in Q4 2020 and held it in 2 quarters. The position peaked at $45K in Q1 2021. 53 funds tracked by Wall St. Rank hold PIZ as of Q2 2021.

  • Destiny Wealth Partners reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Destiny Wealth Partners sold 1,330 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2021, an estimated $45K.
  • Destiny Wealth Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2020 and held it in 2 quarters.
  • Destiny Wealth Partners's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $45K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2021.

Based on Destiny Wealth Partners's 13F filing for Q2 2021, filed 27 Jul 2021.