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Cyndeo Wealth Partners’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Cyndeo Wealth Partners’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 		$1.15M Sell
20,629
-283
-1% -$15.8K 0.05% 243
2026
Q1 		$1.04M Sell
20,912
-1,631
-7% -$84.5K 0.05% 233
2025
Q4 		$1.1M Sell
22,543
-538
-2% -$25.9K 0.06% 227
2025
Q3 		$1.1M Sell
23,081
-454
-2% -$21K 0.06% 222
2025
Q2 		$1.08M Sell
23,535
-712
-3% -$30.1K 0.06% 222
2025
Q1 		$923K Sell
24,247
-14
-0.1% -$540 0.06% 225
2024
Q4 		$881K Sell
24,261
-2,336
-9% -$87.5K 0.06% 229
2024
Q3 		$1.01M Sell
26,597
-4,046
-13% -$147K 0.07% 213
2024
Q2 		$1.09M Sell
30,643
-4,013
-12% -$139K 0.09% 201
2024
Q1 		$1.19M Sell
34,656
-4,728
-12% -$156K 0.1% 186
2023
Q4 		$1.25M Sell
39,384
-33,625
-46% -$989K 0.12% 171
2023
Q3 		$2.09M Buy
+73,009
New +$2.22M 0.22% 122

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cyndeo Wealth Partners's PIZ Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 1.4% in Q2 2026, selling an estimated $15.8K and leaving 20,629 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #243.

Cyndeo Wealth Partners first reported a position in PIZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.09M in Q3 2023. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Cyndeo Wealth Partners held 20,629 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $1.15M as of Q2 2026.
  • Cyndeo Wealth Partners sold 283 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $15.8K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #243 holding.
  • Cyndeo Wealth Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2023 and has held it in 12 quarters since.
  • Cyndeo Wealth Partners's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2.09M in Q3 2023.
  • 117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.