Atria Investments
PIZ icon

Atria Investments’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Atria Investments’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 		$1.12M Buy
21,054
+7,192
+52% +$383K 0.01% 1070
2026
Q2 		$775K Buy
13,862
+7,770
+128% +$433K 0.01% 1256
2026
Q1 		$302K Buy
+6,092
New +$316K ﹤0.01% 1753

Other funds holding PIZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Atria Investments's PIZ Position: Q3 2026 in Review

Atria Investments increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 52% in Q3 2026, buying an estimated $383K and bringing the position to 21,054 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1070.

Atria Investments first reported a position in PIZ in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

  • Atria Investments held 21,054 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $1.12M as of Q3 2026.
  • Atria Investments bought 7,192 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2026, an estimated $383K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of Atria Investments's portfolio in Q3 2026, its #1070 holding.
  • Atria Investments first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.