Wealthcare Advisory Partners’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Wealthcare Advisory Partners’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	-80	Closed	-$2K	–	1346
2019 Q1	$2K	Hold	80	–	–	﹤0.01%	1109
2018 Q4	$2K	Hold	80	–	–	﹤0.01%	1089
2018 Q3	$2K	Hold	80	–	–	﹤0.01%	1132
2018 Q2	$2K	Hold	80	–	–	﹤0.01%	1129
2018 Q1	$2K	Hold	80	–	–	﹤0.01%	971
2017 Q4	$2K	Hold	80	–	–	﹤0.01%	936
2017 Q3	$2K	Buy	+80	New	+$2.11K	﹤0.01%	778
2016 Q3	–	Sell	-30	Closed	-$1K	–	122
2016 Q2	$1K	Buy	+30	New	+$693	﹤0.01%	100

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

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

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

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

Wealthcare Advisory Partners's PIZ Position: Q2 2019 in Review

Wealthcare Advisory Partners sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2019, closing a stake of 80 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in PIZ in Q2 2016 and held it in 8 quarters. The position peaked at $2K in Q1 2019. 64 funds tracked by Wall St. Rank hold PIZ as of Q2 2019.

Wealthcare Advisory Partners reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 80 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2019, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2016 and held it in 8 quarters.
Wealthcare Advisory Partners's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2K in Q1 2019.
64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2019, filed 30 Jul 2019.