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Wealthspire Advisors (Maryland)’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-1,947
Closed -$54K – 2606
2017
Q4 		$54K Buy
+1,947
New +$53.3K 0.01% 974

Other funds holding PIZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PIZ Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2018, closing a stake of 1,947 shares — an estimated $54K sold.

Wealthspire Advisors (Maryland) first reported a position in PIZ in Q4 2017 and held it in 1 quarter. The position peaked at $54K in Q4 2017. 65 funds tracked by Wall St. Rank hold PIZ as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,947 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2018, an estimated $54K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $54K in Q4 2017.
  • 65 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.