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

Avantax 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 Q2	$289K	Sell	6,284 -16	-0.3%	-$676	﹤0.01%	1936
2025 Q1	$240K	Sell	6,300 -1,825	-22%	-$70.4K	﹤0.01%	1985
2024 Q4	$295K	Buy	+8,125	New	+$304K	﹤0.01%	1787
2020 Q4	–	Sell	-7,665	Closed	-$238K	–	1241
2020 Q3	$238K	Buy	+7,665	New	+$230K	﹤0.01%	1140

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

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

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

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Avantax Advisory Services's PIZ Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 0.25% in Q2 2025, selling an estimated $676 and leaving 6,284 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Avantax Advisory Services first reported a position in PIZ in Q3 2020 and has held it in 4 quarters since. The position peaked at $295K in Q4 2024. 71 funds tracked by Wall St. Rank hold PIZ as of Q2 2025.

Avantax Advisory Services held 6,284 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $289K as of Q2 2025.
Avantax Advisory Services sold 16 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2025, an estimated $676.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1936 holding.
Avantax Advisory Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2020 and has held it in 4 quarters since.
Avantax Advisory Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $295K in Q4 2024.
71 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.