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

LifePlan Financial 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
2020
Q3 		$119K Hold
3,823
– – 0.05% 171
2020
Q2 		$106K Hold
3,823
– – 0.05% 175
2020
Q1 		$87K Hold
3,823
– – 0.05% 176
2019
Q4 		$110K Hold
3,823
– – 0.05% 176
2019
Q3 		$101K Sell
3,823
-1,117
-23% -$30K 0.05% 179
2019
Q2 		$134K Sell
4,940
-1,385
-22% -$36.6K 0.06% 156
2019
Q1 		$164K Sell
6,325
-8,621
-58% -$214K 0.09% 144
2018
Q4 		$343K Sell
14,946
-5,241
-26% -$128K 0.21% 78
2018
Q3 		$554K Hold
20,187
– – 0.3% 56
2018
Q2 		$555K Hold
20,187
– – 0.31% 58
2018
Q1 		$563K Sell
20,187
-1,690
-8% -$47.9K 0.33% 56
2017
Q4 		$592K Hold
21,877
– – 0.38% 52
2017
Q3 		$592K Hold
21,877
– – 0.38% 52
2017
Q2 		$562K Sell
21,877
-6,559
-23% -$163K 0.38% 53
2017
Q1 		$663K Sell
28,436
-84,703
-75% -$1.91M 0.46% 51
2016
Q4 		$2.42M Sell
113,139
-76,300
-40% -$1.67M 1.7% 18
2016
Q3 		$4.49M Sell
189,439
-35,051
-16% -$817K 3.08% 7
2016
Q2 		$5.1M Sell
224,490
-15,823
-7% -$365K 3.5% 5
2016
Q1 		$5.54M Sell
240,313
-8,604
-3% -$190K 3.94% 3
2015
Q4 		$5.9M Sell
248,917
-12,417
-5% -$291K 4.19% 2
2015
Q3 		$5.87M Buy
261,334
+22,094
+9% +$520K 4.26% 2
2015
Q2 		$5.71M Buy
+239,240
New +$6.09M 3.83% 3
2014
Q2 		– Sell
-436
Closed -$12K – 172
2014
Q1 		$12K Hold
436
– – 0.01% 170
2013
Q4 		$12K Hold
436
– – 0.01% 151
2013
Q3 		$11K Buy
+436
New +$10.1K 0.01% 145

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 $1.35B AUM 34.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifePlan Financial Group's PIZ Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) position steady in Q3 2020 at 3,823 shares worth $119K. The position accounts for 0.05% of the portfolio, ranked #171.

LifePlan Financial Group first reported a position in PIZ in Q3 2013 and has held it in 25 quarters since. The position peaked at $5.9M in Q4 2015. 48 funds tracked by Wall St. Rank hold PIZ as of Q3 2020.

  • LifePlan Financial Group held 3,823 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $119K as of Q3 2020.
  • LifePlan Financial Group left its Invesco Dorsey Wright Developed Markets Momentum ETF share count unchanged in Q3 2020.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.05% of LifePlan Financial Group's portfolio in Q3 2020, its #171 holding.
  • LifePlan Financial Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2013 and has held it in 25 quarters since.
  • LifePlan Financial Group's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $5.9M in Q4 2015.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.