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

Global Financial Private Client’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
2021 Q1	–	Sell	-109	Closed	-$3.68K	–	585
2020 Q4	$3.68K	Hold	109	–	–	﹤0.01%	372
2020 Q3	$3.44K	Hold	109	–	–	﹤0.01%	367
2020 Q2	$3.03K	Sell	109 -4,226	-97%	-$108K	﹤0.01%	416
2020 Q1	$94.5K	Sell	4,335 -600	-12%	-$16.2K	0.1%	146
2019 Q4	$142K	Buy	+4,935	New	+$136K	0.12%	140

Other funds holding PIZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

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

Global Financial Private Client's PIZ Position: Q1 2021 in Review

Global Financial Private Client sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2021, closing a stake of 109 shares — an estimated $3.68K sold.

Global Financial Private Client first reported a position in PIZ in Q4 2019 and held it in 5 quarters. The position peaked at $142K in Q4 2019. 54 funds tracked by Wall St. Rank hold PIZ as of Q1 2021.

Global Financial Private Client reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2021 after selling out during the quarter.
Global Financial Private Client sold 109 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2021, an estimated $3.68K.
Global Financial Private Client first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2019 and held it in 5 quarters.
Global Financial Private Client's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $142K in Q4 2019.
54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2021.

Based on Global Financial Private Client's 13F filing for Q1 2021, filed 16 May 2024.