EWM
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Elmwood Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Elmwood Wealth Management’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
2019
Q4 		– Sell
-157
Closed -$4K – 199
2019
Q3 		$4K Hold
157
– – ﹤0.01% 223
2019
Q2 		$4K Hold
157
– – ﹤0.01% 246
2019
Q1 		$4K Hold
157
– – ﹤0.01% 240
2018
Q4 		$4K Buy
+157
New +$3.83K ﹤0.01% 247

Other funds holding PIZ

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Elmwood Wealth Management's PIZ Position: Q4 2019 in Review

Elmwood Wealth Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2019, closing a stake of 157 shares — an estimated $4K sold.

Elmwood Wealth Management first reported a position in PIZ in Q4 2018 and held it in 4 quarters. The position peaked at $4K in Q3 2019. 57 funds tracked by Wall St. Rank hold PIZ as of Q4 2019.

  • Elmwood Wealth Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 157 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2019, an estimated $4K.
  • Elmwood Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2018 and held it in 4 quarters.
  • Elmwood Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $4K in Q3 2019.
  • 57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.