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

Wealthcare 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
2015 Q3	–	Sell	-1,108	Closed	-$26K	–	349
2015 Q2	$26K	Sell	1,108 -10,146	-90%	-$258K	﹤0.01%	141
2015 Q1	$280K	Buy	+11,254	New	+$276K	0.03%	81

Other funds holding PIZ

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthcare Capital Management's PIZ Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2015, closing a stake of 1,108 shares — an estimated $26K sold.

Wealthcare Capital Management first reported a position in PIZ in Q1 2015 and held it in 2 quarters. The position peaked at $280K in Q1 2015. 58 funds tracked by Wall St. Rank hold PIZ as of Q3 2015.

Wealthcare Capital Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2015 after selling out during the quarter.
Wealthcare Capital Management sold 1,108 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2015, an estimated $26K.
Wealthcare Capital Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2015 and held it in 2 quarters.
Wealthcare Capital Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $280K in Q1 2015.
58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.