Ameritas Advisory Services’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-334	Closed	-$15.9K	–	1792
2025 Q3	$15.9K	Sell	334 -2,480	-88%	-$115K	﹤0.01%	1512
2025 Q2	$129K	Buy	+2,814	New	+$119K	0.01%	879
2023 Q2	–	Sell	-3,483	Closed	-$107K	–	2000
2023 Q1	$107K	Buy	+3,483	New	+$102K	0.01%	982

Other funds holding PIZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

Ameritas Advisory Services's PIZ Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2025, closing a stake of 334 shares — an estimated $15.9K sold.

Ameritas Advisory Services first reported a position in PIZ in Q1 2023 and held it in 3 quarters. The position peaked at $129K in Q2 2025. 95 funds tracked by Wall St. Rank hold PIZ as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 334 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2025, an estimated $15.9K.
Ameritas Advisory Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $129K in Q2 2025.
95 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.