UBS AM
PIZ icon

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

UBS AM’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
2019
Q1 		– Sell
-1,032
Closed -$23.7K – 2810
2018
Q4 		$23.7K Buy
+1,032
New +$25.2K ﹤0.01% 2623
2017
Q1 		– Sell
-275
Closed -$6K – 2484
2016
Q4 		$6K Buy
+275
New +$6.02K ﹤0.01% 2415

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM's PIZ Position: Q1 2019 in Review

UBS AM sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2019, closing a stake of 1,032 shares — an estimated $23.7K sold.

UBS AM first reported a position in PIZ in Q4 2016 and held it in 2 quarters. The position peaked at $23.7K in Q4 2018. 66 funds tracked by Wall St. Rank hold PIZ as of Q1 2019.

  • UBS AM reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • UBS AM sold 1,032 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2019, an estimated $23.7K.
  • UBS AM first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2016 and held it in 2 quarters.
  • UBS AM's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $23.7K in Q4 2018.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2019.

Based on UBS AM's 13F filing for Q1 2019, filed 14 May 2019.