APW
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Aventura Private Wealth’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Aventura Private Wealth’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
Q2 		$6.15K Sell
110
-58
-35% -$3.24K ﹤0.01% 674
2026
Q1 		$8.32K Buy
+168
New +$8.71K ﹤0.01% 566

Other funds holding PIZ

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Aventura Private Wealth's PIZ Position: Q2 2026 in Review

Aventura Private Wealth reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 35% in Q2 2026, selling an estimated $3.24K and leaving 110 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Aventura Private Wealth first reported a position in PIZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.32K in Q1 2026. 14 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Aventura Private Wealth held 110 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $6.15K as of Q2 2026.
  • Aventura Private Wealth sold 58 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $3.24K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #674 holding.
  • Aventura Private Wealth first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • Aventura Private Wealth's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $8.32K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.