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Strategic Wealth Partners’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Strategic Wealth Partners’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
Q2 		– Sell
-610
Closed -$17K – 810
2018
Q1 		$17K Hold
610
– – 0.01% 393
2017
Q4 		$17K Buy
+610
New +$16.7K 0.01% 379

Other funds holding PIZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Strategic Wealth Partners's PIZ Position: Q2 2018 in Review

Strategic Wealth Partners sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2018, closing a stake of 610 shares — an estimated $17K sold.

Strategic Wealth Partners first reported a position in PIZ in Q4 2017 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 66 funds tracked by Wall St. Rank hold PIZ as of Q2 2018.

  • Strategic Wealth Partners reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 610 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2018, an estimated $17K.
  • Strategic Wealth Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2017 and held it in 2 quarters.
  • Strategic Wealth Partners's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $17K in Q1 2018.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2018.

Based on Strategic Wealth Partners's 13F filing for Q2 2018, filed 4 Sep 2018.