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

Caldwell Trust’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	$12.4K	Buy	+250	New	+$13K	﹤0.01%	643

Other funds holding PIZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

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

Caldwell Trust's PIZ Position: Q1 2026 in Review

Caldwell Trust opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2026: 250 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings.

104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

Caldwell Trust held 250 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $12.4K as of Q1 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF was a new Caldwell Trust position in Q1 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #643 holding.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.