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
2016 Q1	–	Sell	-6,700	Closed	-$150K	–	7683
2015 Q4	$150K	Sell	6,700 -500	-7%	-$11.7K	﹤0.01%	6204
2015 Q3	$166K	Sell	7,200 -2,600	-27%	-$61.2K	﹤0.01%	6379
2015 Q2	$233K	Buy	9,800 +8,800	+880%	+$224K	﹤0.01%	6116
2015 Q1	$24K	Buy	1,000 +100	+11%	+$2.46K	﹤0.01%	7798
2014 Q4	$22K	Buy	900 +300	+50%	+$7.25K	﹤0.01%	7736
2014 Q3	$15K	Sell	600 -500	-45%	-$12.8K	﹤0.01%	7619
2014 Q2	$27K	Hold	1,100	–	–	﹤0.01%	7140
2014 Q1	$27K	Buy	+1,100	New	+$29.1K	﹤0.01%	7144

Other funds holding PIZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors's PIZ Position: Q2 2026 in Review

Citadel Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2026, closing a stake of 15,114 shares — an estimated $748K sold.

Citadel Advisors first reported a position in PIZ in Q3 2014 and held it in 37 quarters. The position peaked at $6.35M in Q4 2025. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Citadel Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2026 after selling out during the quarter.
Citadel Advisors sold 15,114 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $748K.
Citadel Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2014 and held it in 37 quarters.
Citadel Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $6.35M in Q4 2025.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.