AFS
PIZ icon

Axiom Financial Strategies’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Axiom Financial Strategies’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 		$19.8M Buy
399,835
+167,171
+72% +$8.66M 6.97% 7
2025
Q4 		$11.4M Sell
232,664
-2,934
-1% -$141K 4.8% 6
2025
Q3 		$11.2M Buy
+235,598
New +$10.9M 4.83% 6

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
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

Axiom Financial Strategies's PIZ Position: Q1 2026 in Review

Axiom Financial Strategies increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 72% in Q1 2026, buying an estimated $8.66M and bringing the position to 399,835 shares worth $19.8M. The position accounts for 6.97% of the portfolio, ranked #7.

Axiom Financial Strategies first reported a position in PIZ in Q3 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Axiom Financial Strategies held 399,835 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $19.8M as of Q1 2026.
  • Axiom Financial Strategies bought 167,171 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $8.66M.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 6.97% of Axiom Financial Strategies's portfolio in Q1 2026, its #7 holding.
  • Axiom Financial Strategies first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.