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Consolidated Planning Corp’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Consolidated Planning Corp’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 		– Sell
-45,245
Closed -$2.22M – 196
2025
Q4 		$2.22M Sell
45,245
-197
-0.4% -$9.47K 0.22% 98
2025
Q3 		$2.17M Buy
45,442
+72
+0.2% +$3.34K 0.23% 96
2025
Q2 		$2.08M Buy
+45,370
New +$1.92M 0.26% 87

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Consolidated Planning Corp's PIZ Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2026, closing a stake of 45,245 shares — an estimated $2.22M sold.

Consolidated Planning Corp first reported a position in PIZ in Q2 2025 and held it in 3 quarters. The position peaked at $2.22M in Q4 2025. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 45,245 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $2.22M.
  • Consolidated Planning Corp first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2025 and held it in 3 quarters.
  • Consolidated Planning Corp's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2.22M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.