Sowell Financial Services’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Sowell Financial Services’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	–	Sell	-1,577	Closed	-$57K	–	2108
2021 Q1	$57K	Hold	1,577	–	–	﹤0.01%	1606
2020 Q4	$53K	Hold	1,577	–	–	﹤0.01%	1369
2020 Q3	$49K	Hold	1,577	–	–	﹤0.01%	1214
2020 Q2	$44K	Hold	1,577	–	–	﹤0.01%	1195
2020 Q1	$36K	Buy	1,577 +47	+3%	+$1.27K	﹤0.01%	1163
2019 Q4	$44K	Buy	+1,530	New	+$42K	﹤0.01%	1185

Other funds holding PIZ

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return

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

MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return