Creative Financial Designs’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Creative Financial Designs’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	$17M	Buy	342,692 +1,562	+0.5%	+$80.9K	1.03%	22
2025 Q4	$16.7M	Buy	341,130 +27,734	+9%	+$1.33M	1.05%	22
2025 Q3	$14.9M	Buy	313,396 +19,244	+7%	+$892K	1%	22
2025 Q2	$13.5M	Buy	+294,152	New	+$12.4M	0.97%	23

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

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

Creative Financial Designs's PIZ Position: Q1 2026 in Review

Creative Financial Designs increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 0.46% in Q1 2026, buying an estimated $80.9K and bringing the position to 342,692 shares worth $17M. The position accounts for 1.03% of the portfolio, ranked #22.

Creative Financial Designs first reported a position in PIZ in Q2 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

Creative Financial Designs held 342,692 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $17M as of Q1 2026.
Creative Financial Designs bought 1,562 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $80.9K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 1.03% of Creative Financial Designs's portfolio in Q1 2026, its #22 holding.
Creative Financial Designs first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2025 and has held it in 4 quarters since.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.