Quad-Cities Investment Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Quad-Cities Investment Group’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	-200	Closed	-$5K	–	554
2019 Q3	$5K	Sell	200 -100	-33%	-$2.68K	﹤0.01%	701
2019 Q2	$8K	Hold	300	–	–	0.01%	648
2019 Q1	$8K	Sell	300 -1,000	-77%	-$24.8K	0.01%	629
2018 Q4	$30K	Hold	1,300	–	–	0.03%	406
2018 Q3	$35K	Hold	1,300	–	–	0.03%	416
2018 Q2	$35K	Buy	+1,300	New	+$36.5K	0.03%	414

Other funds holding PIZ

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

SFI

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

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

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

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 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

Quad-Cities Investment Group's PIZ Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2019, closing a stake of 200 shares — an estimated $5K sold.

Quad-Cities Investment Group first reported a position in PIZ in Q2 2018 and held it in 6 quarters. The position peaked at $35K in Q3 2018. 57 funds tracked by Wall St. Rank hold PIZ as of Q4 2019.

Quad-Cities Investment Group reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 200 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2019, an estimated $5K.
Quad-Cities Investment Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $35K in Q3 2018.
57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.