Strid Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Strid 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
2018 Q4	–	Sell	-38,816	Closed	-$1.06M	–	36
2018 Q3	$1.06M	Sell	38,816 -4,297	-10%	-$120K	0.38%	12
2018 Q2	$1.19M	Hold	43,113	–	–	0.44%	12
2018 Q1	$1.21M	Sell	43,113 -2,674	-6%	-$75.8K	0.45%	12
2017 Q4	$1.26M	Hold	45,787	–	–	0.46%	13
2017 Q3	$1.24M	Hold	45,787	–	–	0.5%	12
2017 Q2	$1.18M	Buy	+45,787	New	+$1.14M	0.52%	11

Other funds holding PIZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strid Group's PIZ Position: Q4 2018 in Review

Strid Group sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2018, closing a stake of 38,816 shares — an estimated $1.06M sold.

Strid Group first reported a position in PIZ in Q2 2017 and held it in 6 quarters. The position peaked at $1.26M in Q4 2017. 71 funds tracked by Wall St. Rank hold PIZ as of Q4 2018.

Strid Group reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2018 after selling out during the quarter.
Strid Group sold 38,816 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2018, an estimated $1.06M.
Strid Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2017 and held it in 6 quarters.
Strid Group's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.26M in Q4 2017.
71 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2018.

Based on Strid Group's 13F filing for Q4 2018, filed 29 Jan 2019.