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

Capital Investment Advisory Services’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	$264K	Sell	5,325 -93	-2%	-$4.82K	0.02%	552
2025 Q4	$265K	Hold	5,418	–	–	0.02%	537
2025 Q3	$258K	Hold	5,418	–	–	0.02%	515
2025 Q2	$249K	Sell	5,418 -130	-2%	-$5.5K	0.02%	499
2025 Q1	$211K	Hold	5,548	–	–	0.02%	521
2024 Q4	$201K	Buy	5,548 +223	+4%	+$8.35K	0.02%	488
2024 Q3	$202K	Hold	5,325	–	–	0.02%	500
2024 Q2	$190K	Hold	5,325	–	–	0.02%	497
2024 Q1	$184K	Hold	5,325	–	–	0.02%	497
2023 Q4	$169K	Hold	5,325	–	–	0.02%	515
2023 Q3	$153K	Hold	5,325	–	–	0.01%	507
2023 Q2	$162K	Hold	5,325	–	–	0.02%	484
2023 Q1	$160K	Hold	5,325	–	–	0.02%	485
2022 Q4	$146K	Hold	5,325	–	–	0.02%	498
2022 Q3	$129K	Hold	5,325	–	–	0.02%	479
2022 Q2	$147K	Hold	5,325	–	–	0.02%	481
2022 Q1	$179K	Hold	5,325	–	–	0.02%	510
2021 Q4	$215K	Hold	5,325	–	–	0.03%	456
2021 Q3	$202K	Hold	5,325	–	–	0.03%	449
2021 Q2	$201K	Hold	5,325	–	–	0.03%	464
2021 Q1	$181K	Hold	5,325	–	–	0.03%	434
2020 Q4	$180K	Hold	5,325	–	–	0.03%	422
2020 Q3	$165K	Hold	5,325	–	–	0.03%	376
2020 Q2	$147K	Sell	5,325 -198	-4%	-$5.05K	0.03%	338
2020 Q1	$125K	Sell	5,523 -9,813	-64%	-$266K	0.03%	324
2019 Q4	$442K	Sell	15,336 -147	-0.9%	-$4.04K	0.12%	177
2019 Q3	$408K	Buy	15,483 +5,653	+58%	+$152K	0.11%	172
2019 Q2	$271K	Buy	9,830 +1,453	+17%	+$38.4K	0.08%	228
2019 Q1	$217K	Sell	8,377 -170	-2%	-$4.22K	0.08%	204
2018 Q4	$196K	Sell	8,547 -147	-2%	-$3.58K	0.08%	201
2018 Q3	$239K	Buy	+8,694	New	+$242K	0.11%	187
2018 Q1	–	Sell	-7,539	Closed	-$208K	–	204
2017 Q4	$208K	Sell	7,539 -135	-2%	-$3.69K	0.12%	170
2017 Q3	$208K	Buy	+7,674	New	+$202K	0.13%	162

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

Capital Investment Advisory Services's PIZ Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 1.7% in Q1 2026, selling an estimated $4.82K and leaving 5,325 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #552.

Capital Investment Advisory Services first reported a position in PIZ in Q3 2017 and has held it in 33 quarters since. The position peaked at $442K in Q4 2019. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

Capital Investment Advisory Services held 5,325 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $264K as of Q1 2026.
Capital Investment Advisory Services sold 93 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $4.82K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q1 2026, its #552 holding.
Capital Investment Advisory Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2017 and has held it in 33 quarters since.
Capital Investment Advisory Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $442K in Q4 2019.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.