Financial Gravity Asset Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Financial Gravity Asset 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
2021 Q3	$38K	Buy	+2	New	+$80	0.02%	654
2019 Q4	–	Sell	-6	Closed	–	–	1629
2019 Q3	$0	Sell	6 -15	-71%	-$403	﹤0.01%	1465
2019 Q2	$1K	Sell	21 -1,481	-99%	-$39.2K	﹤0.01%	1109
2019 Q1	$39K	Buy	+1,502	New	+$37.3K	0.03%	364

Other funds holding PIZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PFS

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

Financial Gravity Asset Management's PIZ Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2021: 2 shares worth $38K. The stake represents 0.02% of the portfolio and ranks #654 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in PIZ as recently as Q3 2019.

Financial Gravity Asset Management first reported a position in PIZ in Q1 2019 and has held it in 4 quarters since. The position peaked at $39K in Q1 2019. 57 funds tracked by Wall St. Rank hold PIZ as of Q3 2021.

Financial Gravity Asset Management held 2 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $38K as of Q3 2021.
Invesco Dorsey Wright Developed Markets Momentum ETF was a new Financial Gravity Asset Management position in Q3 2021.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q3 2021, its #654 holding.
Financial Gravity Asset Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2019 and has held it in 4 quarters since.
Financial Gravity Asset Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $39K in Q1 2019.
57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.