Arax Advisory Partners’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Arax Advisory Partners’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 Q3	$61K	Buy	1,150 +1	+0.1%	+$53	﹤0.01%	3174
2026 Q2	$64.2K	Buy	1,149 +2	+0.2%	+$112	﹤0.01%	3071
2026 Q1	$56.8K	Sell	1,147 -1,565	-58%	-$81.1K	﹤0.01%	1637
2025 Q4	$133K	Buy	+2,712	New	+$130K	﹤0.01%	1204
2025 Q3	–	Sell	-2,740	Closed	-$126K	–	4103
2025 Q2	$126K	Buy	2,740 +2	+0.1%	+$85	0.01%	835
2025 Q1	$104K	Buy	+2,738	New	+$106K	0.01%	713
2022 Q4	–	Sell	-85	Closed	-$2K	–	1328
2022 Q3	$2K	Buy	+85	New	+$2.36K	﹤0.01%	980

Other funds holding PIZ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Affinity Wealth Management Wilmington, Delaware $740M AUM 34.87% 1-Year Est. Return

Axiom Financial Strategies New Albany, Indiana $315M AUM 13.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Arax Advisory Partners's PIZ Position: Q3 2026 in Review

Arax Advisory Partners increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 0.09% in Q3 2026, buying an estimated $53 and bringing the position to 1,150 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #3174.

Arax Advisory Partners first reported a position in PIZ in Q3 2022 and has held it in 7 quarters since. The position peaked at $133K in Q4 2025. 97 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

Arax Advisory Partners held 1,150 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $61K as of Q3 2026.
Arax Advisory Partners bought 1 Invesco Dorsey Wright Developed Markets Momentum ETF share in Q3 2026, an estimated $53.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #3174 holding.
Arax Advisory Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2022 and has held it in 7 quarters since.
Arax Advisory Partners's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $133K in Q4 2025.
97 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.