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	–	2106
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFS

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

MWM

MorganRosel Wealth Management Highlands Ranch, Colorado $296M AUM 25.25% 1-Year Est. Return

Sowell Financial Services's PIZ Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2021, closing a stake of 1,577 shares — an estimated $57K sold.

Sowell Financial Services first reported a position in PIZ in Q4 2019 and held it in 6 quarters. The position peaked at $57K in Q1 2021. 53 funds tracked by Wall St. Rank hold PIZ as of Q2 2021.

Sowell Financial Services reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,577 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2021, an estimated $57K.
Sowell Financial Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2019 and held it in 6 quarters.
Sowell Financial Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $57K in Q1 2021.
53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.