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

Lucia Wealth 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
2019
Q2 		– Sell
-7,628
Closed -$197K – 190
2019
Q1 		$197K Buy
7,628
+439
+6% +$10.9K 0.07% 123
2018
Q4 		$165K Buy
+7,189
New +$175K 0.08% 120

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lucia Wealth Services's PIZ Position: Q2 2019 in Review

Lucia Wealth Services sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2019, closing a stake of 7,628 shares — an estimated $197K sold.

Lucia Wealth Services first reported a position in PIZ in Q4 2018 and held it in 2 quarters. The position peaked at $197K in Q1 2019. 64 funds tracked by Wall St. Rank hold PIZ as of Q2 2019.

  • Lucia Wealth Services reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 7,628 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2019, an estimated $197K.
  • Lucia Wealth Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2018 and held it in 2 quarters.
  • Lucia Wealth Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $197K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2019.

Based on Lucia Wealth Services's 13F filing for Q2 2019, filed 23 Jul 2019.