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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
Q2 		$22.8M Buy
407,770
+7,935
+2% +$443K 7.14% 6
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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Axiom Financial Strategies's PIZ Position: Q2 2026 in Review

Axiom Financial Strategies increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 2% in Q2 2026, buying an estimated $443K and bringing the position to 407,770 shares worth $22.8M. The position accounts for 7.14% of the portfolio, ranked #6.

Axiom Financial Strategies first reported a position in PIZ in Q3 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Axiom Financial Strategies held 407,770 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $22.8M as of Q2 2026.
  • Axiom Financial Strategies bought 7,935 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $443K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 7.14% of Axiom Financial Strategies's portfolio in Q2 2026, its #6 holding.
  • Axiom Financial Strategies first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Axiom Financial Strategies's 13F filing for Q2 2026, filed 6 Aug 2026.