Freedom Investment Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Freedom Investment 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
2023 Q2	–	Sell	-14,394	Closed	-$431K	–	748
2023 Q1	$431K	Sell	14,394 -9,926	-41%	-$291K	0.05%	444
2022 Q4	$668K	Buy	+24,320	New	+$655K	0.08%	333
2022 Q3	–	Sell	-25,959	Closed	-$717K	–	765
2022 Q2	$717K	Buy	+25,959	New	+$795K	0.08%	334
2022 Q1	–	Sell	-92,671	Closed	-$3.74M	–	908
2021 Q4	$3.74M	Sell	92,671 -88,542	-49%	-$3.5M	0.27%	78
2021 Q3	$6.88M	Buy	+181,213	New	+$7.25M	0.53%	31
2021 Q2	–	Sell	-211,908	Closed	-$7.2M	–	907
2021 Q1	$7.2M	Buy	+211,908	New	+$7.22M	0.56%	27
2018 Q2	–	Sell	-21,220	Closed	-$592K	–	1083
2018 Q1	$592K	Buy	21,220 +123	+0.6%	+$3.48K	0.03%	555
2017 Q4	$583K	Buy	21,097 +2,265	+12%	+$62K	0.03%	562
2017 Q3	$510K	Buy	+18,832	New	+$497K	0.03%	588
2017 Q2	–	Sell	-31,002	Closed	-$723K	–	1113
2017 Q1	$723K	Buy	+31,002	New	+$700K	0.04%	407
2016 Q3	–	Sell	-39,939	Closed	-$907K	–	935
2016 Q2	$907K	Buy	+39,939	New	+$922K	0.06%	241

Other funds holding PIZ

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

PFS

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

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

RWM

Refined Wealth Management Salt Lake City, Utah $158M AUM 24.38% 1-Year Est. Return

Freedom Investment Management's PIZ Position: Q2 2023 in Review

Freedom Investment Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2023, closing a stake of 14,394 shares — an estimated $431K sold.

Freedom Investment Management first reported a position in PIZ in Q2 2016 and held it in 11 quarters. The position peaked at $7.2M in Q1 2021. 43 funds tracked by Wall St. Rank hold PIZ as of Q2 2023.

Freedom Investment Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2023 after selling out during the quarter.
Freedom Investment Management sold 14,394 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2023, an estimated $431K.
Freedom Investment Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2016 and held it in 11 quarters.
Freedom Investment Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $7.2M in Q1 2021.
43 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.