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 Q2	$8.37M	Sell	149,786 -192,906	-56%	-$10.8M	0.4%	61
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 $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

Creative Financial Designs's PIZ Position: Q2 2026 in Review

Creative Financial Designs reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 56% in Q2 2026, selling an estimated $10.8M and leaving 149,786 shares worth $8.37M. The position accounts for 0.4% of the portfolio, ranked #61.

Creative Financial Designs first reported a position in PIZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $17M in Q1 2026. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Creative Financial Designs held 149,786 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $8.37M as of Q2 2026.
Creative Financial Designs sold 192,906 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $10.8M.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.4% of Creative Financial Designs's portfolio in Q2 2026, its #61 holding.
Creative Financial Designs first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2025 and has held it in 5 quarters since.
Creative Financial Designs's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $17M in Q1 2026.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.