First Allied Advisory Services’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

First Allied Advisory Services’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	-591	Closed	-$16K	–	1483
2019 Q3	$16K	Buy	+591	New	+$15.9K	﹤0.01%	1494
2018 Q3	–	Sell	-8,208	Closed	-$227K	–	1231
2018 Q2	$227K	Sell	8,208 -65	-0.8%	-$1.83K	0.01%	1006
2018 Q1	$231K	Sell	8,273 -130	-2%	-$3.68K	0.01%	981
2017 Q4	$234K	Sell	8,403 -199	-2%	-$5.44K	0.01%	987
2017 Q3	$233K	Sell	8,602 -783	-8%	-$20.7K	0.01%	934
2017 Q2	$240K	Sell	9,385 -420	-4%	-$10.5K	0.01%	945
2017 Q1	$229K	Buy	+9,805	New	+$221K	0.01%	928
2016 Q3	–	Sell	-11,379	Closed	-$261K	–	1088
2016 Q2	$261K	Buy	+11,379	New	+$263K	0.01%	800
2016 Q1	–	Sell	-8,924	Closed	-$213K	–	1093
2015 Q4	$213K	Sell	8,924 -64,893	-88%	-$1.52M	0.01%	941
2015 Q3	$1.66M	Sell	73,817 -6,955	-9%	-$164K	0.09%	254
2015 Q2	$1.92M	Buy	80,772 +65,420	+426%	+$1.66M	0.09%	264
2015 Q1	$385K	Buy	+15,352	New	+$377K	0.03%	674
2014 Q4	–	Sell	-31,322	Closed	-$763K	–	1088
2014 Q3	$763K	Sell	31,322 -222,944	-88%	-$5.7M	0.06%	378
2014 Q2	$6.7M	Sell	254,266 -6,617	-3%	-$175K	0.49%	39
2014 Q1	$7.04M	Buy	260,883 +80,051	+44%	+$2.12M	0.53%	30
2013 Q4	$4.79M	Buy	180,832 +107,756	+147%	+$2.75M	0.38%	48
2013 Q3	$1.83M	Buy	73,076 +5,744	+9%	+$133K	0.11%	206
2013 Q2	$1.42M	Buy	+67,332	New	+$1.47M	0.11%	208

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

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

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

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 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

First Allied Advisory Services's PIZ Position: Q4 2019 in Review

First Allied Advisory Services sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2019, closing a stake of 591 shares — an estimated $16K sold.

First Allied Advisory Services first reported a position in PIZ in Q2 2013 and held it in 18 quarters. The position peaked at $7.04M in Q1 2014. 57 funds tracked by Wall St. Rank hold PIZ as of Q4 2019.

First Allied Advisory Services reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 591 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2019, an estimated $16K.
First Allied Advisory Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2013 and held it in 18 quarters.
First Allied Advisory Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $7.04M in Q1 2014.
57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.