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

WealthShield 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
2023 Q2	–	Sell	-1,800	Closed	-$53.9K	–	501
2023 Q1	$53.9K	Buy	+1,800	New	+$52.8K	0.01%	369
2021 Q2	–	Sell	-650	Closed	-$22K	–	1045
2021 Q1	$22K	Buy	+650	New	+$22.1K	﹤0.01%	646
2020 Q4	–	Sell	-650	Closed	-$20K	–	373
2020 Q3	$20K	Hold	650	–	–	0.01%	331
2020 Q2	$18K	Hold	650	–	–	0.01%	281
2020 Q1	$15K	Hold	650	–	–	0.01%	215
2019 Q4	$19K	Hold	650	–	–	0.01%	235
2019 Q3	$17K	Hold	650	–	–	0.01%	226
2019 Q2	$18K	Hold	650	–	–	0.01%	197
2019 Q1	$17K	Hold	650	–	–	0.01%	222
2018 Q4	$15K	Hold	650	–	–	0.01%	192
2018 Q3	$18K	Buy	+650	New	+$18.1K	0.01%	191

Other funds holding PIZ

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

RJA

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $158M AUM 24.38% 1-Year Est. Return

WealthShield Partners's PIZ Position: Q2 2023 in Review

WealthShield Partners sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2023, closing a stake of 1,800 shares — an estimated $53.9K sold.

WealthShield Partners first reported a position in PIZ in Q3 2018 and held it in 11 quarters. The position peaked at $53.9K in Q1 2023. 43 funds tracked by Wall St. Rank hold PIZ as of Q2 2023.

WealthShield Partners reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2023 after selling out during the quarter.
WealthShield Partners sold 1,800 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2023, an estimated $53.9K.
WealthShield Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2018 and held it in 11 quarters.
WealthShield Partners's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $53.9K in Q1 2023.
43 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2023.

Based on WealthShield Partners's 13F filing for Q2 2023, filed 3 Aug 2023.