KWM
PIZ icon

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

Kingsview 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
Q3 		– Sell
-52,704
Closed -$1.46M – 696
2020
Q2 		$1.46M Buy
52,704
+8,210
+18% +$209K 0.15% 157
2020
Q1 		$1.01M Buy
44,494
+2,757
+7% +$74.6K 0.14% 174
2019
Q4 		$1.2M Buy
41,737
+5,190
+14% +$143K 0.15% 174
2019
Q3 		$964K Buy
36,547
+6,601
+22% +$177K 0.15% 163
2019
Q2 		$810K Sell
29,946
-840
-3% -$22.2K 0.14% 181
2019
Q1 		$796K Buy
30,786
+4,829
+19% +$120K 0.12% 204
2018
Q4 		$596K Buy
25,957
+7,878
+44% +$192K 0.13% 193
2018
Q3 		$496K Buy
18,079
+3,213
+22% +$89.5K 0.1% 228
2018
Q2 		$409K Sell
14,866
-29
-0.2% -$815 0.1% 223
2018
Q1 		$415K Buy
14,895
+163
+1% +$4.62K 0.1% 218
2017
Q4 		$407K Buy
14,732
+343
+2% +$9.38K 0.15% 197
2017
Q3 		$389K Sell
14,389
-541
-4% -$14.3K 0.17% 168
2017
Q2 		$383K Sell
14,930
-478
-3% -$11.9K 0.2% 149
2017
Q1 		$359K Buy
+15,408
New +$348K 0.21% 143

Other funds holding PIZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
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
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
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kingsview Wealth Management's PIZ Position: Q3 2020 in Review

Kingsview Wealth Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2020, closing a stake of 52,704 shares — an estimated $1.46M sold.

Kingsview Wealth Management first reported a position in PIZ in Q1 2017 and held it in 14 quarters. The position peaked at $1.46M in Q2 2020. 48 funds tracked by Wall St. Rank hold PIZ as of Q3 2020.

  • Kingsview Wealth Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 52,704 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2020, an estimated $1.46M.
  • Kingsview Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2017 and held it in 14 quarters.
  • Kingsview Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.46M in Q2 2020.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2020.

Based on Kingsview Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.