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WealthBridge Capital Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-1,200
Closed -$32K – 659
2019
Q1 		$32K Sell
1,200
-100
-8% -$2.48K 0.02% 364
2018
Q4 		$30K Buy
+1,300
New +$31.7K 0.02% 329

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SFI
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Morgan Stanley
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RJA
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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
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

WealthBridge Capital Management's PIZ Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2019, closing a stake of 1,200 shares — an estimated $32K sold.

WealthBridge Capital Management first reported a position in PIZ in Q4 2018 and held it in 2 quarters. The position peaked at $32K in Q1 2019. 64 funds tracked by Wall St. Rank hold PIZ as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 1,200 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2019, an estimated $32K.
  • WealthBridge Capital Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $32K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.