Fortis Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Fortis Advisors’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
2020 Q2	–	Sell	-70	Closed	-$1.78K	–	286
2020 Q1	$2K	Buy	70 +1	+1%	+$27	﹤0.01%	306
2019 Q4	$2K	Sell	69 -1,793	-96%	-$49.3K	﹤0.01%	300
2019 Q3	$49K	Buy	1,862 +184	+11%	+$4.94K	0.02%	208
2019 Q2	$45K	Buy	1,678 +127	+8%	+$3.36K	0.02%	238
2019 Q1	$40K	Sell	1,551 -80	-5%	-$1.99K	0.02%	236
2018 Q4	$37K	Sell	1,631 -79	-5%	-$1.93K	0.02%	236
2018 Q3	$47K	Sell	1,710 -198	-10%	-$5.51K	0.03%	211
2018 Q2	$52K	Buy	1,908 +823	+76%	+$23.1K	0.03%	201
2018 Q1	$30K	Buy	1,085 +848	+358%	+$24K	0.02%	194
2017 Q4	$7K	Buy	+237	New	+$6.48K	﹤0.01%	245

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

MWM

MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Fortis Advisors's PIZ Position: Q2 2020 in Review

Fortis Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2020, closing a stake of 70 shares — an estimated $1.78K sold.

Fortis Advisors first reported a position in PIZ in Q4 2017 and held it in 10 quarters. The position peaked at $52K in Q2 2018. 48 funds tracked by Wall St. Rank hold PIZ as of Q2 2020.

Fortis Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 70 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2020, an estimated $1.78K.
Fortis Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2017 and held it in 10 quarters.
Fortis Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $52K in Q2 2018.
48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.