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 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

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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

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

AFS

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

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

CFD

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

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

Arax Advisory Partners's PIZ Position: Q1 2026 in Review

Arax Advisory Partners reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 58% in Q1 2026, selling an estimated $81.1K and leaving 1,147 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Arax Advisory Partners first reported a position in PIZ in Q3 2022 and has held it in 5 quarters since. The position peaked at $133K in Q4 2025. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

Arax Advisory Partners held 1,147 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $56.8K as of Q1 2026.
Arax Advisory Partners sold 1,565 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $81.1K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1637 holding.
Arax Advisory Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2022 and has held it in 5 quarters since.
Arax Advisory Partners's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $133K in Q4 2025.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.