Citadel Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Citadel Advisors’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	$748K	Sell	15,114 -114,520	-88%	-$5.93M	﹤0.01%	8358
2025 Q4	$6.35M	Buy	+129,634	New	+$6.23M	﹤0.01%	3913
2025 Q2	–	Sell	-10,761	Closed	-$410K	–	14477
2025 Q1	$410K	Buy	+10,761	New	+$415K	﹤0.01%	8919
2024 Q4	–	Sell	-7,677	Closed	-$291K	–	15162
2024 Q3	$291K	Buy	+7,677	New	+$278K	﹤0.01%	9400
2024 Q2	–	Sell	-7,299	Closed	-$252K	–	15110
2024 Q1	$252K	Sell	7,299 -15,999	-69%	-$526K	﹤0.01%	9851
2023 Q4	$740K	Sell	23,298 -21,266	-48%	-$625K	﹤0.01%	7275
2023 Q3	$1.28M	Buy	+44,564	New	+$1.35M	﹤0.01%	6078
2023 Q2	–	Sell	-41,467	Closed	-$1.24M	–	15025
2023 Q1	$1.24M	Sell	41,467 -30,248	-42%	-$887K	﹤0.01%	6318
2022 Q4	$1.97M	Buy	71,715 +17,902	+33%	+$482K	﹤0.01%	5521
2022 Q3	$1.31M	Sell	53,813 -98,274	-65%	-$2.73M	﹤0.01%	6428
2022 Q2	$4.2M	Buy	152,087 +41,439	+37%	+$1.27M	﹤0.01%	4131
2022 Q1	$3.72M	Buy	110,648 +35,546	+47%	+$1.21M	﹤0.01%	4750
2021 Q4	$3.02M	Buy	75,102 +63,919	+572%	+$2.52M	﹤0.01%	5325
2021 Q3	$422K	Sell	11,183 -49,269	-82%	-$1.97M	﹤0.01%	10286
2021 Q2	$2.27M	Buy	60,452 +31,852	+111%	+$1.17M	﹤0.01%	6275
2021 Q1	$971K	Sell	28,600 -1,218	-4%	-$41.5K	﹤0.01%	8190
2020 Q4	$1.01M	Buy	+29,818	New	+$960K	﹤0.01%	6782
2020 Q3	–	Sell	-23,522	Closed	-$650K	–	10582
2020 Q2	$650K	Sell	23,522 -99,324	-81%	-$2.53M	﹤0.01%	6607
2020 Q1	$2.8M	Buy	+122,846	New	+$3.32M	﹤0.01%	3569
2019 Q4	–	Sell	-9,542	Closed	-$252K	–	9588
2019 Q3	$252K	Sell	9,542 -388	-4%	-$10.4K	﹤0.01%	7822
2019 Q2	$269K	Sell	9,930 -78,202	-89%	-$2.07M	﹤0.01%	7754
2019 Q1	$2.28M	Sell	88,132 -24,468	-22%	-$607K	﹤0.01%	4248
2018 Q4	$2.59M	Sell	112,600 -2,798	-2%	-$68.2K	﹤0.01%	3747
2018 Q3	$3.17M	Buy	115,398 +97,098	+531%	+$2.7M	﹤0.01%	3641
2018 Q2	$503K	Sell	18,300 -51,009	-74%	-$1.43M	﹤0.01%	6365
2018 Q1	$1.93M	Buy	69,309 +10,685	+18%	+$303K	﹤0.01%	3788
2017 Q4	$1.62M	Buy	+58,624	New	+$1.6M	﹤0.01%	3931
2017 Q2	–	Sell	-11,680	Closed	-$272K	–	7918
2017 Q1	$272K	Sell	11,680 -121,942	-91%	-$2.75M	﹤0.01%	6025
2016 Q4	$2.86M	Buy	133,622 +54,816	+70%	+$1.2M	﹤0.01%	2544
2016 Q3	$1.87M	Buy	78,806 +31,713	+67%	+$739K	﹤0.01%	3048
2016 Q2	$1.07M	Buy	47,093 +31,579	+204%	+$729K	﹤0.01%	3468
2016 Q1	$358K	Sell	15,514 -40,269	-72%	-$890K	﹤0.01%	4859
2015 Q4	$1.33M	Sell	55,783 -49,702	-47%	-$1.17M	﹤0.01%	3244
2015 Q3	$2.37M	Buy	105,485 +31,496	+43%	+$742K	﹤0.01%	2730
2015 Q2	$1.77M	Buy	+73,989	New	+$1.88M	﹤0.01%	3197
2015 Q1	–	Sell	-23,516	Closed	-$578K	–	8771
2014 Q4	$565K	Sell	23,516 -1,175	-5%	-$28.4K	﹤0.01%	4552
2014 Q3	$602K	Buy	+24,691	New	+$632K	﹤0.01%	4384

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

Citadel Advisors's PIZ Position: Q1 2026 in Review

Citadel Advisors reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 88% in Q1 2026, selling an estimated $5.93M and leaving 15,114 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #8358.

Citadel Advisors first reported a position in PIZ in Q3 2014 and has held it in 37 quarters since. The position peaked at $6.35M in Q4 2025. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

Citadel Advisors held 15,114 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $748K as of Q1 2026.
Citadel Advisors sold 114,520 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $5.93M.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8358 holding.
Citadel Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2014 and has held it in 37 quarters since.
Citadel Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $6.35M in Q4 2025.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.