Carson Wealth (CWM LLC)
PIZ icon

Carson Wealth (CWM LLC)’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Carson Wealth (CWM LLC)’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 		$408K Sell
8,248
-258
-3% -$13.4K ﹤0.01% 2161
2025
Q4 		$417K Buy
8,506
+1,573
+23% +$75.6K ﹤0.01% 2034
2025
Q3 		$331K Sell
6,933
-3,110
-31% -$144K ﹤0.01% 2046
2025
Q2 		$461K Buy
10,043
+9,810
+4,210% +$415K ﹤0.01% 1631
2025
Q1 		$9K Hold
233
– – ﹤0.01% 4173
2024
Q4 		$8K Hold
233
– – ﹤0.01% 4004
2024
Q3 		$9K Hold
233
– – ﹤0.01% 3847
2024
Q2 		$8K Hold
233
– – ﹤0.01% 3677
2024
Q1 		$8K Hold
233
– – ﹤0.01% 3462
2023
Q4 		$7K Hold
233
– – ﹤0.01% 3365
2023
Q3 		$7K Hold
233
– – ﹤0.01% 3316
2023
Q2 		$7K Hold
233
– – ﹤0.01% 3293
2023
Q1 		$7K Hold
233
– – ﹤0.01% 3154
2022
Q4 		$6K Hold
233
– – ﹤0.01% 3103
2022
Q3 		$6K Hold
233
– – ﹤0.01% 2993
2022
Q2 		$6K Sell
233
-1,600
-87% -$49K ﹤0.01% 2907
2022
Q1 		$62K Buy
1,833
+1,600
+687% +$54.4K ﹤0.01% 1514
2021
Q4 		$9K Buy
+233
New +$9.2K ﹤0.01% 2424
2021
Q2 		$9K Hold
233
– – ﹤0.01% 2153
2021
Q1 		$9K Hold
233
– – ﹤0.01% 2153
2020
Q4 		$9K Hold
233
– – ﹤0.01% 2153
2020
Q3 		$9K Hold
233
– – ﹤0.01% 2153
2020
Q2 		$9K Hold
233
– – ﹤0.01% 2153
2020
Q1 		$9K Hold
233
– – ﹤0.01% 2152
2019
Q4 		$9K Hold
233
– – ﹤0.01% 2152
2019
Q3 		$9K Hold
233
– – ﹤0.01% 2152
2019
Q2 		$9K Hold
233
– – ﹤0.01% 2151
2019
Q1 		$9K Sell
233
-414,277
-100% -$10.3M ﹤0.01% 2151
2018
Q4 		$9.52M Buy
414,510
+152,249
+58% +$3.71M 0.24% 90
2018
Q3 		$7.2M Buy
262,261
+97,836
+60% +$2.72M 0.18% 123
2018
Q2 		$4.52M Buy
164,425
+31,572
+24% +$887K 0.15% 129
2018
Q1 		$3.7M Buy
132,853
+5,065
+4% +$143K 0.15% 120
2017
Q4 		$3.53M Buy
127,788
+4,189
+3% +$115K 0.16% 108
2017
Q3 		$3.35M Sell
123,599
-10,756
-8% -$284K 0.16% 103
2017
Q2 		$3.45M Buy
134,355
+516
+0.4% +$12.8K 0.18% 100
2017
Q1 		$3.12M Buy
133,839
+40,648
+44% +$917K 0.18% 112
2016
Q4 		$1.99M Sell
93,191
-29,115
-24% -$638K 0.12% 152
2016
Q3 		$2.9M Buy
122,306
+961
+0.8% +$22.4K 0.2% 127
2016
Q2 		$2.76M Buy
121,345
+15,350
+14% +$354K 0.2% 133
2016
Q1 		$2.44M Buy
105,995
+79,541
+301% +$1.76M 0.21% 123
2015
Q4 		$627K Buy
+26,454
New +$621K 0.06% 166
2014
Q2 		– Sell
-237,295
Closed -$6.39M – 188
2014
Q1 		$6.39M Buy
237,295
+56,029
+31% +$1.48M 0.87% 39
2013
Q4 		$4.8M Buy
181,266
+38,410
+27% +$979K 0.75% 38
2013
Q3 		$3.58M Buy
+142,856
New +$3.31M 0.94% 29

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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PIZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 3% in Q1 2026, selling an estimated $13.4K and leaving 8,248 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Carson Wealth (CWM LLC) first reported a position in PIZ in Q3 2013 and has held it in 44 quarters since. The position peaked at $9.52M in Q4 2018. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,248 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $408K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 258 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $13.4K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2161 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $9.52M in Q4 2018.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.