B
PIZ icon

Bensler’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Bensler’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 		$411K Buy
7,348
+553
+8% +$30.9K 0.04% 144
2026
Q1 		$337K Buy
6,795
+1,293
+24% +$67K 0.03% 142
2025
Q4 		$270K Buy
5,502
+657
+14% +$31.6K 0.03% 153
2025
Q3 		$231K Buy
+4,845
New +$225K 0.02% 156

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
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 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

Bensler's PIZ Position: Q2 2026 in Review

Bensler increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 8.1% in Q2 2026, buying an estimated $30.9K and bringing the position to 7,348 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #144.

Bensler 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.

  • Bensler held 7,348 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $411K as of Q2 2026.
  • Bensler bought 553 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $30.9K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.04% of Bensler's portfolio in Q2 2026, its #144 holding.
  • Bensler 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 Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.