Commonwealth Equity Services’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Commonwealth Equity 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	$3.26M	Buy	65,861 +3,387	+5%	+$176K	﹤0.01%	1636
2025 Q4	$3.06M	Buy	62,474 +3,189	+5%	+$153K	﹤0.01%	1669
2025 Q3	$2.83M	Buy	59,285 +1,527	+3%	+$70.8K	﹤0.01%	1747
2025 Q2	$2.65M	Buy	57,758 +118	+0.2%	+$4.99K	﹤0.01%	1773
2025 Q1	$2.19M	Buy	57,640 +17	+0%	+$656	﹤0.01%	1848
2024 Q4	$2.09M	Buy	57,623 +263	+0.5%	+$9.85K	﹤0.01%	1833
2024 Q3	$2.17M	Buy	57,360 +31	+0.1%	+$1.12K	﹤0.01%	1746
2024 Q2	$2.05M	Buy	57,329 +384	+0.7%	+$13.3K	﹤0.01%	1774
2024 Q1	$1.96M	Buy	56,945 +93	+0.2%	+$3.06K	﹤0.01%	1799
2023 Q4	$1.81M	Sell	56,852 -5,527	-9%	-$162K	﹤0.01%	1765
2023 Q3	$1.79M	Sell	62,379 -73	-0.1%	-$2.21K	﹤0.01%	1679
2023 Q2	$1.9M	Buy	62,452 +49	+0.1%	+$1.48K	﹤0.01%	1648
2023 Q1	$1.87K	Sell	62,403 -467	-0.7%	-$13.7K	﹤0.01%	1599
2022 Q4	$1.73M	Buy	62,870 +806	+1%	+$21.7K	﹤0.01%	1602
2022 Q3	$1.51M	Buy	62,064 +423	+0.7%	+$11.8K	﹤0.01%	1616
2022 Q2	$1.7M	Sell	61,641 -1,080	-2%	-$33.1K	﹤0.01%	1531
2022 Q1	$2.11M	Sell	62,721 -467	-0.7%	-$15.9K	﹤0.01%	1472
2021 Q4	$2.55M	Buy	63,188 +434	+0.7%	+$17.1K	0.01%	1339
2021 Q3	$2.38M	Sell	62,754 -121	-0.2%	-$4.84K	0.01%	1322
2021 Q2	$2.37M	Sell	62,875 -223	-0.4%	-$8.19K	0.01%	1314
2021 Q1	$2.14M	Buy	63,098 +323	+0.5%	+$11K	0.01%	1273
2020 Q4	$2.12M	Buy	62,775 +2,636	+4%	+$84.9K	0.01%	1195
2020 Q3	$1.86M	Sell	60,139 -2,927	-5%	-$87.8K	0.01%	1134
2020 Q2	$1.74M	Buy	63,066 +17,436	+38%	+$444K	0.01%	1101
2020 Q1	$1.03M	Sell	45,630 -22,940	-33%	-$621K	﹤0.01%	1245
2019 Q4	$1.97M	Buy	68,570 +5,236	+8%	+$144K	0.01%	1044
2019 Q3	$1.67M	Buy	63,334 +7,133	+13%	+$191K	0.01%	1074
2019 Q2	$1.52M	Sell	56,201 -301	-0.5%	-$7.96K	0.01%	1110
2019 Q1	$1.46M	Buy	56,502 +842	+2%	+$20.9K	0.01%	1077
2018 Q4	$1.28M	Buy	55,660 +34,806	+167%	+$849K	0.01%	1060
2018 Q3	$572K	Sell	20,854 -3,828	-16%	-$107K	﹤0.01%	1704
2018 Q2	$679K	Buy	24,682 +1,818	+8%	+$51.1K	﹤0.01%	1536
2018 Q1	$637K	Sell	22,864 -2,063	-8%	-$58.4K	﹤0.01%	1544
2017 Q4	$689K	Sell	24,927 -1,996	-7%	-$54.6K	﹤0.01%	1459
2017 Q3	$729K	Sell	26,923 -1,176	-4%	-$31K	﹤0.01%	1363
2017 Q2	$722K	Sell	28,099 -3,319	-11%	-$82.6K	﹤0.01%	1325
2017 Q1	$733K	Buy	31,418 +2,663	+9%	+$60.1K	﹤0.01%	1276
2016 Q4	$615K	Sell	28,755 -657	-2%	-$14.4K	﹤0.01%	1294
2016 Q3	$696K	Buy	29,412 +441	+2%	+$10.3K	0.01%	1192
2016 Q2	$658K	Buy	28,971 +5,649	+24%	+$130K	0.01%	1195
2016 Q1	$538K	Buy	23,322 +3,340	+17%	+$73.8K	﹤0.01%	1278
2015 Q4	$474K	Buy	19,982 +1,115	+6%	+$26.2K	﹤0.01%	1307
2015 Q3	$424K	Sell	18,867 -81,809	-81%	-$1.93M	﹤0.01%	1335
2015 Q2	$2.4M	Buy	100,676 +83,155	+475%	+$2.12M	0.02%	559
2015 Q1	$436K	Buy	17,521 +854	+5%	+$21K	﹤0.01%	1398
2014 Q4	$401K	Buy	16,667 +2,113	+15%	+$51K	﹤0.01%	1397
2014 Q3	$355K	Buy	14,554 +32	+0.2%	+$819	﹤0.01%	1447
2014 Q2	$383K	Buy	14,522 +1,858	+15%	+$49.3K	﹤0.01%	1394
2014 Q1	$341K	Buy	12,664 +2,504	+25%	+$66.3K	﹤0.01%	1388
2013 Q4	$269K	Buy	10,160 +242	+2%	+$6.17K	﹤0.01%	1510
2013 Q3	$248K	Buy	+9,918	New	+$229K	﹤0.01%	1494

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

Commonwealth Equity Services's PIZ Position: Q1 2026 in Review

Commonwealth Equity Services increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 5.4% in Q1 2026, buying an estimated $176K and bringing the position to 65,861 shares worth $3.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Commonwealth Equity Services first reported a position in PIZ in Q3 2013 and has held it in 51 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

Commonwealth Equity Services held 65,861 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $3.26M as of Q1 2026.
Commonwealth Equity Services bought 3,387 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $176K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1636 holding.
Commonwealth Equity Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2013 and has held it in 51 quarters since.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.