Pathway Financial Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Pathway Financial Advisors’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	-1,549	Closed	-$43K	–	292
2018 Q2	$43K	Buy	1,549 +42	+3%	+$1.18K	0.03%	274
2018 Q1	$42K	Sell	1,507 -301	-17%	-$8.53K	0.02%	284
2017 Q4	$50K	Buy	+1,808	New	+$49.5K	0.03%	276

Other funds holding PIZ

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Pathway Financial Advisors's PIZ Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2018, closing a stake of 1,549 shares — an estimated $43K sold.

Pathway Financial Advisors first reported a position in PIZ in Q4 2017 and held it in 3 quarters. The position peaked at $50K in Q4 2017. 65 funds tracked by Wall St. Rank hold PIZ as of Q3 2018.

Pathway Financial Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2018 after selling out during the quarter.
Pathway Financial Advisors sold 1,549 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2018, an estimated $43K.
Pathway Financial Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2017 and held it in 3 quarters.
Pathway Financial Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $50K in Q4 2017.
65 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.