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Cape Investment Advisory’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Cape Investment Advisory’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 		$53.1K Buy
+950
New +$53K 0.01% 482

Other funds holding PIZ

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GWM
Greenline Wealth Management Boca Raton, Florida $122M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Cape Investment Advisory's PIZ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2026: 950 shares worth $53.1K. The stake represents 0.01% of the portfolio and ranks #482 among its holdings.

34 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Cape Investment Advisory held 950 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $53.1K as of Q2 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF was a new Cape Investment Advisory position in Q2 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #482 holding.
  • 34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.