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
2022 Q1	–	Sell	-40	Closed	-$35	–	987
2021 Q4	$35	Buy	40 +38	+1,900%	+$1.5K	﹤0.01%	750
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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

PFS

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Gravity Asset Management's PIZ Position: Q1 2022 in Review

Financial Gravity Asset Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2022, closing a stake of 40 shares — an estimated $35 sold.

Financial Gravity Asset Management first reported a position in PIZ in Q1 2019 and held it in 5 quarters. The position peaked at $39K in Q1 2019. 50 funds tracked by Wall St. Rank hold PIZ as of Q1 2022.

Financial Gravity Asset Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2022 after selling out during the quarter.
Financial Gravity Asset Management sold 40 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2022, an estimated $35.
Financial Gravity Asset Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2019 and held it in 5 quarters.
Financial Gravity Asset Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $39K in Q1 2019.
50 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2022.

Based on Financial Gravity Asset Management's 13F filing for Q1 2022, filed 13 May 2022.