KFS
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Kelly Financial Services’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-2,902
Closed -$104K – 575
2024
Q2 		$104K Buy
+2,902
New +$101K 0.04% 149

Other funds holding PIZ

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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kelly Financial Services's PIZ Position: Q3 2024 in Review

Kelly Financial Services sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2024, closing a stake of 2,902 shares — an estimated $104K sold.

Kelly Financial Services first reported a position in PIZ in Q2 2024 and held it in 1 quarter. The position peaked at $104K in Q2 2024. 55 funds tracked by Wall St. Rank hold PIZ as of Q3 2024.

  • Kelly Financial Services reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 2,902 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2024, an estimated $104K.
  • Kelly Financial Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2024 and held it in 1 quarter.
  • Kelly Financial Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $104K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.