AssetMark Inc’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

AssetMark Inc’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	$1.01K	Buy	+19	New	+$1.01K	﹤0.01%	3233

Other funds holding PIZ

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

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

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

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

AssetMark Inc's PIZ Position: Q3 2026 in Review

AssetMark Inc opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2026: 19 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #3233 among its holdings.

47 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

AssetMark Inc held 19 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $1.01K as of Q3 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF was a new AssetMark Inc position in Q3 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3233 holding.
47 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.