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Pinnacle Bancorp’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Pinnacle Bancorp’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
Q4 		– Sell
-1,050
Closed -$28K – 682
2019
Q3 		$28K Hold
1,050
– – 0.02% 392
2019
Q2 		$28K Hold
1,050
– – 0.02% 390
2019
Q1 		$27K Hold
1,050
– – 0.02% 390
2018
Q4 		$24K Buy
+1,050
New +$25.6K 0.01% 395
2017
Q1 		$31K Buy
+1,350
New +$30.5K 0.02% 357

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Pinnacle Bancorp's PIZ Position: Q4 2019 in Review

Pinnacle Bancorp sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2019, closing a stake of 1,050 shares — an estimated $28K sold.

Pinnacle Bancorp first reported a position in PIZ in Q1 2017 and held it in 5 quarters. The position peaked at $31K in Q1 2017. 57 funds tracked by Wall St. Rank hold PIZ as of Q4 2019.

  • Pinnacle Bancorp reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2019 after selling out during the quarter.
  • Pinnacle Bancorp sold 1,050 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2019, an estimated $28K.
  • Pinnacle Bancorp first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2017 and held it in 5 quarters.
  • Pinnacle Bancorp's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $31K in Q1 2017.
  • 57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2019.

Based on Pinnacle Bancorp's 13F filing for Q4 2019, filed 10 Jan 2020.