Wealthspire Advisors (Maryland)
PIZ icon

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

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Raymond James Financial Services Advisors
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Royal Bank of Canada
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Bank of America
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SFI
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NC
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Raymond James & Associates
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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.