EWM
PIZ icon

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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
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.