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SVA Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

SVA Wealth Management’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
2017
Q1 		– Sell
-9,383
Closed -$201K – 200
2016
Q4 		$201K Buy
+9,383
New +$206K 0.03% 193

Other funds holding PIZ

MML Investors Services
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SVA Wealth Management's PIZ Position: Q1 2017 in Review

SVA Wealth Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2017, closing a stake of 9,383 shares — an estimated $201K sold.

SVA Wealth Management first reported a position in PIZ in Q4 2016 and held it in 1 quarter. The position peaked at $201K in Q4 2016. 53 funds tracked by Wall St. Rank hold PIZ as of Q1 2017.

  • SVA Wealth Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2017 after selling out during the quarter.
  • SVA Wealth Management sold 9,383 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2017, an estimated $201K.
  • SVA Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2016 and held it in 1 quarter.
  • SVA Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $201K in Q4 2016.
  • 53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2017.

Based on SVA Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.