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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
Q2 		$15.7K Buy
280
+30
+12% +$1.67K ﹤0.01% 634
2026
Q1 		$12.4K Buy
+250
New +$13K ﹤0.01% 643

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

Caldwell Trust's PIZ Position: Q2 2026 in Review

Caldwell Trust increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 12% in Q2 2026, buying an estimated $1.67K and bringing the position to 280 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Caldwell Trust first reported a position in PIZ in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Caldwell Trust held 280 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $15.7K as of Q2 2026.
  • Caldwell Trust bought 30 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $1.67K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #634 holding.
  • Caldwell Trust first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.