IFWM
PIZ icon

Institute for Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-4,843
Closed -$139K – 597
2019
Q4 		$139K Buy
+4,843
New +$133K 0.03% 449

Other funds holding PIZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Institute for Wealth Management's PIZ Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2020, closing a stake of 4,843 shares — an estimated $139K sold.

Institute for Wealth Management first reported a position in PIZ in Q4 2019 and held it in 1 quarter. The position peaked at $139K in Q4 2019. 51 funds tracked by Wall St. Rank hold PIZ as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 4,843 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2020, an estimated $139K.
  • Institute for Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $139K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.