Empirical Finance’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Empirical Finance’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 Q3	–	Sell	-8,986	Closed	-$243K	–	169
2019 Q2	$243K	Sell	8,986 -17,314	-66%	-$458K	0.07%	144
2019 Q1	$680K	Sell	26,300 -10,386	-28%	-$258K	0.17%	105
2018 Q4	$842K	Hold	36,686	–	–	0.25%	88
2018 Q3	$1.01M	Sell	36,686 -4,850	-12%	-$135K	0.25%	82
2018 Q2	$1.14M	Buy	41,536 +15,236	+58%	+$428K	0.29%	68
2018 Q1	$680K	Buy	26,300 +13,659	+108%	+$387K	0.17%	105
2017 Q4	$349K	Hold	12,641	–	–	0.12%	89
2017 Q3	$343K	Hold	12,641	–	–	0.12%	102
2017 Q2	$325K	Hold	12,641	–	–	0.12%	98
2017 Q1	$294K	Sell	12,641 -6,634	-34%	-$150K	0.14%	79
2016 Q4	$413K	Buy	+19,275	New	+$422K	0.28%	56

Other funds holding PIZ

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

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

PFS

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

Empirical Finance's PIZ Position: Q3 2019 in Review

Empirical Finance sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2019, closing a stake of 8,986 shares — an estimated $243K sold.

Empirical Finance first reported a position in PIZ in Q4 2016 and held it in 11 quarters. The position peaked at $1.14M in Q2 2018. 62 funds tracked by Wall St. Rank hold PIZ as of Q3 2019.

Empirical Finance reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2019 after selling out during the quarter.
Empirical Finance sold 8,986 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2019, an estimated $243K.
Empirical Finance first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2016 and held it in 11 quarters.
Empirical Finance's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.14M in Q2 2018.
62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2019.

Based on Empirical Finance's 13F filing for Q3 2019, filed 30 Oct 2019.