MWM
PIZ icon

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

MinichMacGregor 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
2018
Q3 		– Sell
-7,510
Closed -$203K – 571
2018
Q2 		$203K Buy
+7,510
New +$211K 0.14% 42

Other funds holding PIZ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MinichMacGregor Wealth Management's PIZ Position: Q3 2018 in Review

MinichMacGregor Wealth Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2018, closing a stake of 7,510 shares — an estimated $203K sold.

MinichMacGregor Wealth Management first reported a position in PIZ in Q2 2018 and held it in 1 quarter. The position peaked at $203K in Q2 2018. 65 funds tracked by Wall St. Rank hold PIZ as of Q3 2018.

  • MinichMacGregor Wealth Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 7,510 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2018, an estimated $203K.
  • MinichMacGregor Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2018 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $203K in Q2 2018.
  • 65 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2018, filed 17 Oct 2018.