AWM
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Affinity Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Affinity Wealth Management’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 		$47.5M Buy
849,910
+5,226
+0.6% +$292K 6.12% 4
2026
Q1 		$41.8M Buy
+844,684
New +$43.8M 6.33% 5
2021
Q1 		– Sell
-242,236
Closed -$8.3M – 104
2020
Q4 		$8.3M Buy
+242,236
New +$7.8M 1.75% 17

Other funds holding PIZ

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 22.94% 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
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Affinity Wealth Management's PIZ Position: Q2 2026 in Review

Affinity Wealth Management increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 0.62% in Q2 2026, buying an estimated $292K and bringing the position to 849,910 shares worth $47.5M. The position accounts for 6.12% of the portfolio, ranked #4.

Affinity Wealth Management first reported a position in PIZ in Q4 2020 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Affinity Wealth Management held 849,910 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $47.5M as of Q2 2026.
  • Affinity Wealth Management bought 5,226 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $292K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 6.12% of Affinity Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Affinity Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2020 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.