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

Bolthouse Investments’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 		– Sell
-4,190
Closed -$205K – 74
2025
Q4 		$205K Buy
+4,190
New +$201K 0.18% 69

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Morgan Stanley
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AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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 $2.1B AUM 23.1% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Bolthouse Investments's PIZ Position: Q1 2026 in Review

Bolthouse Investments sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2026, closing a stake of 4,190 shares — an estimated $205K sold.

Bolthouse Investments first reported a position in PIZ in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Bolthouse Investments reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Bolthouse Investments sold 4,190 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $205K.
  • Bolthouse Investments first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Bolthouse Investments's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $205K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.