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 $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.