SFSIG
PIZ icon

San Francisco Sentry Investment Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

San Francisco Sentry 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
2021
Q2 		$8K Hold
218
– – ﹤0.01% 539
2021
Q1 		$7K Hold
218
– – ﹤0.01% 575
2020
Q4 		$7K Hold
218
– – ﹤0.01% 538
2020
Q3 		$7K Hold
218
– – ﹤0.01% 515
2020
Q2 		$6K Hold
218
– – ﹤0.01% 524
2020
Q1 		$5K Buy
+218
New +$5.9K ﹤0.01% 559

Other funds holding PIZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NC
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

San Francisco Sentry Investment Group's PIZ Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) position steady in Q2 2021 at 218 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

San Francisco Sentry Investment Group first reported a position in PIZ in Q1 2020 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold PIZ as of Q2 2021.

  • San Francisco Sentry Investment Group held 218 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $8K as of Q2 2021.
  • San Francisco Sentry Investment Group left its Invesco Dorsey Wright Developed Markets Momentum ETF share count unchanged in Q2 2021.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #539 holding.
  • San Francisco Sentry Investment Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2020 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.