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 Q3	$50.4K	Hold	950	–	–	0.01%	504
2026 Q2	$53.1K	Buy	+950	New	+$53K	0.01%	482

Other funds holding PIZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Cape Investment Advisory's PIZ Position: Q3 2026 in Review

Cape Investment Advisory held its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) position steady in Q3 2026 at 950 shares worth $50.4K. The position accounts for 0.01% of the portfolio, ranked #504.

Cape Investment Advisory first reported a position in PIZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $53.1K in Q2 2026. 8 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

Cape Investment Advisory held 950 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $50.4K as of Q3 2026.
Cape Investment Advisory left its Invesco Dorsey Wright Developed Markets Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #504 holding.
Cape Investment Advisory first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2026 and has held it in 2 quarters since.
Cape Investment Advisory's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $53.1K in Q2 2026.
8 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.