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Global Financial Private Capital’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Global Financial Private Capital’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
Q4 		– Sell
-7,830
Closed -$215K – 464
2018
Q3 		$215K Buy
+7,830
New +$218K 0.01% 499

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Financial Private Capital's PIZ Position: Q4 2018 in Review

Global Financial Private Capital sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2018, closing a stake of 7,830 shares — an estimated $215K sold.

Global Financial Private Capital first reported a position in PIZ in Q3 2018 and held it in 1 quarter. The position peaked at $215K in Q3 2018. 71 funds tracked by Wall St. Rank hold PIZ as of Q4 2018.

  • Global Financial Private Capital reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 7,830 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2018, an estimated $215K.
  • Global Financial Private Capital first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2018 and held it in 1 quarter.
  • Global Financial Private Capital's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $215K in Q3 2018.
  • 71 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.