WFG Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

WFG Advisors’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
2016 Q2	–	Sell	-1,011	Closed	-$23K	–	1656
2016 Q1	$23K	Hold	1,011	–	–	0.01%	854
2015 Q4	$24K	Sell	1,011 -701	-41%	-$16.4K	0.01%	844
2015 Q3	$38K	Sell	1,712 -10,601	-86%	-$250K	0.01%	726
2015 Q2	$294K	Buy	+12,313	New	+$313K	0.08%	245
2015 Q1	–	Sell	-1,722	Closed	-$41K	–	1993
2014 Q4	$41K	Sell	1,722 -969	-36%	-$23.4K	0.01%	957
2014 Q3	$66K	Buy	2,691 +1,800	+202%	+$46.1K	0.01%	816
2014 Q2	$23K	Buy	891 +1	+0.1%	+$27	﹤0.01%	1218
2014 Q1	$24K	Buy	+890	New	+$23.6K	﹤0.01%	1192

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Societe Generale $14.1B AUM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LFG

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

WFG Advisors's PIZ Position: Q2 2016 in Review

WFG Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2016, closing a stake of 1,011 shares — an estimated $23K sold.

WFG Advisors first reported a position in PIZ in Q1 2014 and held it in 8 quarters. The position peaked at $294K in Q2 2015. 55 funds tracked by Wall St. Rank hold PIZ as of Q2 2016.

WFG Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2016 after selling out during the quarter.
WFG Advisors sold 1,011 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2016, an estimated $23K.
WFG Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2014 and held it in 8 quarters.
WFG Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $294K in Q2 2015.
55 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.