Money Concepts Capital’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-825	Closed	-$22.7K	–	2218
2022 Q4	$22.7K	Buy	+825	New	+$22.2K	﹤0.01%	1615
2022 Q2	–	Sell	-876	Closed	-$29K	–	2297
2022 Q1	$29K	Buy	876 +825	+1,618%	+$28K	﹤0.01%	1451
2021 Q4	$2K	Buy	+51	New	+$2.01K	﹤0.01%	735
2021 Q1	$2K	Hold	51	–	–	﹤0.01%	694
2020 Q4	$2K	Buy	+51	New	+$1.64K	﹤0.01%	641

Other funds holding PIZ

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Money Concepts Capital's PIZ Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2023, closing a stake of 825 shares — an estimated $22.7K sold.

Money Concepts Capital first reported a position in PIZ in Q4 2020 and held it in 5 quarters. The position peaked at $29K in Q1 2022. 49 funds tracked by Wall St. Rank hold PIZ as of Q1 2023.

Money Concepts Capital reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 825 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2023, an estimated $22.7K.
Money Concepts Capital first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2020 and held it in 5 quarters.
Money Concepts Capital's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $29K in Q1 2022.
49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.