United Capital Financial Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

United Capital Financial Advisors’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 Q2	–	Sell	-8,536	Closed	-$238K	–	1348
2018 Q1	$238K	Sell	8,536 -5,184	-38%	-$147K	﹤0.01%	1179
2017 Q4	$379K	Sell	13,720 -6,409	-32%	-$175K	﹤0.01%	1041
2017 Q3	$545K	Sell	20,129 -5,314	-21%	-$140K	﹤0.01%	930
2017 Q2	$653K	Sell	25,443 -91,272	-78%	-$2.27M	0.01%	870
2017 Q1	$2.72M	Sell	116,715 -292,113	-71%	-$6.59M	0.03%	487
2016 Q4	$8.74M	Sell	408,828 -75,958	-16%	-$1.66M	0.08%	285
2016 Q3	$11.5M	Sell	484,786 -27,232	-5%	-$635K	0.11%	215
2016 Q2	$11.8M	Buy	+512,018	New	+$11.8M	0.12%	189

Other funds holding PIZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

SFI

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

United Capital Financial Advisors's PIZ Position: Q2 2018 in Review

United Capital Financial Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2018, closing a stake of 8,536 shares — an estimated $238K sold.

United Capital Financial Advisors first reported a position in PIZ in Q2 2016 and held it in 8 quarters. The position peaked at $11.8M in Q2 2016. 66 funds tracked by Wall St. Rank hold PIZ as of Q2 2018.

United Capital Financial Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2018 after selling out during the quarter.
United Capital Financial Advisors sold 8,536 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2018, an estimated $238K.
United Capital Financial Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2016 and held it in 8 quarters.
United Capital Financial Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $11.8M in Q2 2016.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.