Blueprint Financial Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Blueprint Financial Advisors’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	$2.04M	Sell	36,573 -131	-0.4%	-$7.31K	0.23%	69
2026 Q1	$1.82M	Buy	36,704 +2,917	+9%	+$151K	0.27%	58
2025 Q4	$1.65M	Buy	33,787 +2,636	+8%	+$127K	0.25%	62
2025 Q3	$1.49M	Buy	+31,151	New	+$1.44M	0.32%	61

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

Blueprint Financial Advisors's PIZ Position: Q2 2026 in Review

Blueprint Financial Advisors reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 0.36% in Q2 2026, selling an estimated $7.31K and leaving 36,573 shares worth $2.04M. The position accounts for 0.23% of the portfolio, ranked #69.

Blueprint Financial Advisors first reported a position in PIZ in Q3 2025 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Blueprint Financial Advisors held 36,573 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $2.04M as of Q2 2026.
Blueprint Financial Advisors sold 131 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $7.31K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.23% of Blueprint Financial Advisors's portfolio in Q2 2026, its #69 holding.
Blueprint Financial Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2025 and has held it in 4 quarters since.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.