Invesco
PIZ icon

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

Invesco’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
Q4 		– Sell
-40,451
Closed -$1.25M – 3815
2020
Q3 		$1.25M Buy
+40,451
New +$1.21M ﹤0.01% 2688
2020
Q1 		– Sell
-67,816
Closed -$1.95M – 3708
2019
Q4 		$1.95M Sell
67,816
-6,024
-8% -$166K ﹤0.01% 2658
2019
Q3 		$1.95M Sell
73,840
-5,558
-7% -$149K ﹤0.01% 2653
2019
Q2 		$2.15M Sell
79,398
-17,698
-18% -$468K ﹤0.01% 2672
2019
Q1 		$2.51M Sell
97,096
-97,608
-50% -$2.42M ﹤0.01% 2472
2018
Q4 		$4.47M Sell
194,704
-71,713
-27% -$1.75M ﹤0.01% 1999
2018
Q3 		$7.31M Buy
266,417
+29,350
+12% +$817K ﹤0.01% 1920
2018
Q2 		$6.52M Buy
237,067
+103,842
+78% +$2.92M ﹤0.01% 1971
2018
Q1 		$3.71M Buy
133,225
+34,103
+34% +$966K ﹤0.01% 2150
2017
Q4 		$2.74M Buy
99,122
+1,607
+2% +$44K ﹤0.01% 2369
2017
Q3 		$2.64M Sell
97,515
-4,893
-5% -$129K ﹤0.01% 2372
2017
Q2 		$2.63M Buy
102,408
+84,051
+458% +$2.09M ﹤0.01% 2351
2017
Q1 		$428K Buy
18,357
+3,766
+26% +$85K ﹤0.01% 3397
2016
Q4 		$312K Buy
+14,591
New +$320K ﹤0.01% 3444

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
NC
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

Invesco's PIZ Position: Q4 2020 in Review

Invesco sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2020, closing a stake of 40,451 shares — an estimated $1.25M sold.

Invesco first reported a position in PIZ in Q4 2016 and held it in 14 quarters. The position peaked at $7.31M in Q3 2018. 52 funds tracked by Wall St. Rank hold PIZ as of Q4 2020.

  • Invesco reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2020 after selling out during the quarter.
  • Invesco sold 40,451 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2020, an estimated $1.25M.
  • Invesco first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2016 and held it in 14 quarters.
  • Invesco's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $7.31M in Q3 2018.
  • 52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2020.

Based on Invesco's 13F filing for Q4 2020, filed 16 Feb 2021.