Ruggie Capital Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Ruggie Capital 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 Q3	–	Sell	-3,288	Closed	-$89K	–	230
2019 Q2	$89K	Buy	3,288 +342	+12%	+$9.04K	0.15%	43
2019 Q1	$76K	Sell	2,946 -31,720	-92%	-$787K	0.09%	89
2018 Q4	$796K	Buy	34,666 +28,823	+493%	+$703K	0.36%	73
2018 Q3	$160K	Buy	5,843 +1,253	+27%	+$34.9K	0.11%	98
2018 Q2	$126K	Buy	+4,590	New	+$129K	0.06%	132

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

PFS

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

Ruggie Capital Group's PIZ Position: Q3 2019 in Review

Ruggie Capital Group sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2019, closing a stake of 3,288 shares — an estimated $89K sold.

Ruggie Capital Group first reported a position in PIZ in Q2 2018 and held it in 5 quarters. The position peaked at $796K in Q4 2018. 62 funds tracked by Wall St. Rank hold PIZ as of Q3 2019.

Ruggie Capital Group reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2019 after selling out during the quarter.
Ruggie Capital Group sold 3,288 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2019, an estimated $89K.
Ruggie Capital Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2018 and held it in 5 quarters.
Ruggie Capital Group's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $796K in Q4 2018.
62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2019.

Based on Ruggie Capital Group's 13F filing for Q3 2019, filed 6 Nov 2019.