Benjamin Edwards Inc’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Benjamin Edwards Inc’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	$292K	Buy	5,218 +42	+0.8%	+$2.34K	﹤0.01%	1251
2026 Q1	$256K	Buy	5,176 +18	+0.3%	+$933	﹤0.01%	1225
2025 Q4	$253K	Buy	5,158 +20	+0.4%	+$961	﹤0.01%	1182
2025 Q3	$245K	Hold	5,138	–	–	﹤0.01%	1181
2025 Q2	$236K	Buy	+5,138	New	+$217K	﹤0.01%	1072

Other funds holding PIZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Benjamin Edwards Inc's PIZ Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 0.81% in Q2 2026, buying an estimated $2.34K and bringing the position to 5,218 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Benjamin Edwards Inc first reported a position in PIZ in Q2 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Benjamin Edwards Inc held 5,218 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $292K as of Q2 2026.
Benjamin Edwards Inc bought 42 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $2.34K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1251 holding.
Benjamin Edwards Inc first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2025 and has held it in 5 quarters since.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.