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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
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
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 $661M AUM 31.48% 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
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 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

Benjamin Edwards Inc's PIZ Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 0.35% in Q1 2026, buying an estimated $933 and bringing the position to 5,176 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Benjamin Edwards Inc first reported a position in PIZ in Q2 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Benjamin Edwards Inc held 5,176 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $256K as of Q1 2026.
  • Benjamin Edwards Inc bought 18 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $933.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1225 holding.
  • Benjamin Edwards Inc first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.