BHWML
PIZ icon

Bellars Harris Wealth Management, LLC’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Bellars Harris Wealth Management, LLC’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
2026
Q2 		$2.59M Buy
+46,389
New +$2.59M 0.53% 66

Other funds holding PIZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's PIZ Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2026: 46,389 shares worth $2.59M. The stake represents 0.53% of the portfolio and ranks #66 among its holdings.

70 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 46,389 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $2.59M as of Q2 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.53% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #66 holding.
  • 70 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.