P.J. Schmidt Investment Management (PJS)’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 Q1	–	Sell	-14,000	Closed	-$322K	–	134
2018 Q4	$322K	Sell	14,000 -7,000	-33%	-$171K	0.11%	107
2018 Q3	$576K	Hold	21,000	–	–	0.16%	94
2018 Q2	$577K	Hold	21,000	–	–	0.17%	89
2018 Q1	$585K	Hold	21,000	–	–	0.17%	85
2017 Q4	$580K	Hold	21,000	–	–	0.16%	87
2017 Q3	$568K	Buy	+21,000	New	+$554K	0.17%	87

Other funds holding PIZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

MWM

MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s PIZ Position: Q1 2019 in Review

P.J. Schmidt Investment Management (PJS) sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2019, closing a stake of 14,000 shares — an estimated $322K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in PIZ in Q3 2017 and held it in 6 quarters. The position peaked at $585K in Q1 2018. 66 funds tracked by Wall St. Rank hold PIZ as of Q1 2019.

P.J. Schmidt Investment Management (PJS) reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2019 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 14,000 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2019, an estimated $322K.
P.J. Schmidt Investment Management (PJS) first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2017 and held it in 6 quarters.
P.J. Schmidt Investment Management (PJS)'s Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $585K in Q1 2018.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2019.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2019, filed 25 Apr 2019.