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

Surevest’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
2020 Q1	–	Sell	-11,946	Closed	-$344K	–	129
2019 Q4	$344K	Buy	11,946 +21	+0.2%	+$577	0.15%	116
2019 Q3	$315K	Sell	11,925 -1,294	-10%	-$34.7K	0.16%	110
2019 Q2	$358K	Sell	13,219 -8,833	-40%	-$234K	0.19%	108
2019 Q1	$570K	Sell	22,052 -1,803	-8%	-$44.7K	0.35%	91
2018 Q4	$548K	Buy	+23,855	New	+$582K	0.43%	53

Other funds holding PIZ

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

PFS

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

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

MWM

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

Surevest's PIZ Position: Q1 2020 in Review

Surevest sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2020, closing a stake of 11,946 shares — an estimated $344K sold.

Surevest first reported a position in PIZ in Q4 2018 and held it in 5 quarters. The position peaked at $570K in Q1 2019. 51 funds tracked by Wall St. Rank hold PIZ as of Q1 2020.

Surevest reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2020 after selling out during the quarter.
Surevest sold 11,946 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2020, an estimated $344K.
Surevest first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2018 and held it in 5 quarters.
Surevest's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $570K in Q1 2019.
51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.