Diligent Investors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Diligent Investors’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 Q4	–	Sell	-5,376	Closed	-$203K	–	279
2021 Q3	$203K	Hold	5,376	–	–	0.07%	224
2021 Q2	$203K	Buy	+5,376	New	+$197K	0.07%	225
2020 Q1	–	Sell	-7,130	Closed	-$205K	–	202
2019 Q4	$205K	Sell	7,130 -13,333	-65%	-$366K	0.09%	200
2019 Q3	$540K	Sell	20,463 -2,210	-10%	-$59.3K	0.26%	98
2019 Q2	$613K	Sell	22,673 -33,929	-60%	-$897K	0.3%	91
2019 Q1	$1.46M	Buy	56,602 +2,287	+4%	+$56.8K	0.83%	37
2018 Q4	$1.25M	Sell	54,315 -2,857	-5%	-$69.7K	0.82%	37
2018 Q3	$1.57M	Buy	+57,172	New	+$1.59M	0.86%	33
2018 Q2	–	Sell	-47,885	Closed	-$1.33M	–	208
2018 Q1	$1.33M	Buy	47,885 +8,058	+20%	+$228K	0.8%	35
2017 Q4	$1.1M	Buy	+39,827	New	+$1.09M	0.7%	41

Other funds holding PIZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

PFS

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

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

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

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

Diligent Investors's PIZ Position: Q4 2021 in Review

Diligent Investors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2021, closing a stake of 5,376 shares — an estimated $203K sold.

Diligent Investors first reported a position in PIZ in Q4 2017 and held it in 10 quarters. The position peaked at $1.57M in Q3 2018. 61 funds tracked by Wall St. Rank hold PIZ as of Q4 2021.

Diligent Investors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2021 after selling out during the quarter.
Diligent Investors sold 5,376 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2021, an estimated $203K.
Diligent Investors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2017 and held it in 10 quarters.
Diligent Investors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.57M in Q3 2018.
61 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2021.

Based on Diligent Investors's 13F filing for Q4 2021, filed 21 Jan 2022.