T
PIZ icon

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

TCWP’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
2022
Q2 		– Sell
-400
Closed -$13K – 1331
2022
Q1 		$13K Buy
+400
New +$13.6K ﹤0.01% 814

Other funds holding PIZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCWP's PIZ Position: Q2 2022 in Review

TCWP sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2022, closing a stake of 400 shares — an estimated $13K sold.

TCWP first reported a position in PIZ in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 49 funds tracked by Wall St. Rank hold PIZ as of Q2 2022.

  • TCWP reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 400 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2022, an estimated $13K.
  • TCWP first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $13K in Q1 2022.
  • 49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.