Great Valley Advisor Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Great Valley Advisor Group’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 Q1	–	Sell	-12,090	Closed	-$332K	–	748
2022 Q4	$332K	Sell	12,090 -1,261	-9%	-$33.9K	0.02%	518
2022 Q3	$324K	Sell	13,351 -1,962	-13%	-$54.5K	0.02%	512
2022 Q2	$423K	Sell	15,313 -629	-4%	-$19.3K	0.02%	465
2022 Q1	$536K	Buy	15,942 +1,618	+11%	+$55K	0.03%	371
2021 Q4	$577K	Sell	14,324 -633	-4%	-$25K	0.04%	357
2021 Q3	$568K	Sell	14,957 -5,317	-26%	-$213K	0.04%	333
2021 Q2	$764K	Sell	20,274 -2,124	-9%	-$78K	0.06%	267
2021 Q1	$761K	Sell	22,398 -1,489	-6%	-$50.7K	0.07%	234
2020 Q4	$807K	Buy	+23,887	New	+$769K	0.08%	206

Other funds holding PIZ

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return

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

Great Valley Advisor Group's PIZ Position: Q1 2023 in Review

Great Valley Advisor Group sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2023, closing a stake of 12,090 shares — an estimated $332K sold.

Great Valley Advisor Group first reported a position in PIZ in Q4 2020 and held it in 9 quarters. The position peaked at $807K in Q4 2020. 49 funds tracked by Wall St. Rank hold PIZ as of Q1 2023.

Great Valley Advisor Group reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2023 after selling out during the quarter.
Great Valley Advisor Group sold 12,090 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2023, an estimated $332K.
Great Valley Advisor Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2020 and held it in 9 quarters.
Great Valley Advisor Group's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $807K in Q4 2020.
49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2023.

Based on Great Valley Advisor Group's 13F filing for Q1 2023, filed 3 May 2023.