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 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 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

Cyndeo Wealth Partners's PIZ Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 7.2% in Q1 2026, selling an estimated $84.5K and leaving 20,912 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #233.

Cyndeo Wealth Partners first reported a position in PIZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.09M in Q3 2023. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

Cyndeo Wealth Partners held 20,912 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $1.04M as of Q1 2026.
Cyndeo Wealth Partners sold 1,631 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $84.5K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.05% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #233 holding.
Cyndeo Wealth Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2023 and has held it in 11 quarters since.
Cyndeo Wealth Partners's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2.09M in Q3 2023.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.