Simplex Trading’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Simplex Trading’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 Q1	–	Sell	-467	Closed	-$4K	–	6690
2017 Q4	$4K	Buy	+467	New	+$12.8K	﹤0.01%	4725
2017 Q3	–	Sell	-659	Closed	-$3K	–	6458
2017 Q2	$3K	Buy	659 +39	+6%	+$970	﹤0.01%	5007
2017 Q1	$13K	Buy	+620	New	+$14K	﹤0.01%	3721
2016 Q4	–	Sell	-6	Closed	-$1K	–	6363
2016 Q3	$1K	Sell	6 -2	-25%	-$47	﹤0.01%	5407
2016 Q2	$1K	Sell	8 -88	-92%	-$2.03K	﹤0.01%	5401
2016 Q1	$2K	Sell	96 -10	-9%	-$221	﹤0.01%	4778
2015 Q4	$18K	Sell	106 -397	-79%	-$9.31K	﹤0.01%	2791
2015 Q3	$18K	Buy	503 +87	+21%	+$2.05K	﹤0.01%	2908
2015 Q2	$9K	Buy	416 +370	+804%	+$9.41K	﹤0.01%	3169
2015 Q1	$12K	Sell	46 -35	-43%	-$860	﹤0.01%	2797
2014 Q4	$25K	Buy	+81	New	+$1.96K	﹤0.01%	1884

Other funds holding PIZ

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

PFS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $158M AUM 24.38% 1-Year Est. Return

Simplex Trading's PIZ Position: Q4 2022 in Review

Simplex Trading sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2022, closing a stake of 103 shares — an estimated $2K sold.

Simplex Trading first reported a position in PIZ in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 47 funds tracked by Wall St. Rank hold PIZ as of Q4 2022.

Simplex Trading reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2022 after selling out during the quarter.
Simplex Trading sold 103 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2022, an estimated $2K.
Simplex Trading first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2022 and held it in 1 quarter.
Simplex Trading's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2K in Q3 2022.
47 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2022.

Based on Simplex Trading's 13F filing for Q4 2022, filed 2 Feb 2023.