First Heartland Consultants’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

First Heartland Consultants’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
2018 Q2	–	Sell	-73,851	Closed	-$2.06M	–	262
2018 Q1	$2.06M	Buy	73,851 +1,659	+2%	+$47K	0.62%	51
2017 Q4	$2M	Buy	72,192 +12,915	+22%	+$353K	0.6%	50
2017 Q3	$1.6M	Sell	59,277 -644	-1%	-$17K	0.39%	70
2017 Q2	$1.54M	Buy	+59,921	New	+$1.49M	0.4%	64
2013 Q3	–	Sell	-4,769	Closed	-$101K	–	326
2013 Q2	$101K	Buy	+4,769	New	+$104K	0.06%	232

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SFI

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

RJA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Heartland Consultants's PIZ Position: Q2 2018 in Review

First Heartland Consultants sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2018, closing a stake of 73,851 shares — an estimated $2.06M sold.

First Heartland Consultants first reported a position in PIZ in Q2 2013 and held it in 5 quarters. The position peaked at $2.06M in Q1 2018. 66 funds tracked by Wall St. Rank hold PIZ as of Q2 2018.

First Heartland Consultants reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2018 after selling out during the quarter.
First Heartland Consultants sold 73,851 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2018, an estimated $2.06M.
First Heartland Consultants first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2013 and held it in 5 quarters.
First Heartland Consultants's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2.06M in Q1 2018.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2018.

Based on First Heartland Consultants's 13F filing for Q2 2018, filed 9 Aug 2018.