Cyndeo Wealth Partners
PIZ icon

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
Q3 		$1.01M Sell
19,057
-1,572
-8% -$83.8K 0.05% 272
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

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WWMP
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Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
IFP Advisors
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Heirloom Wealth Management
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Farther Finance Advisors
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Cyndeo Wealth Partners's PIZ Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 7.6% in Q3 2026, selling an estimated $83.8K and leaving 19,057 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #272.

Cyndeo Wealth Partners first reported a position in PIZ in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.09M in Q3 2023. 14 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

  • Cyndeo Wealth Partners held 19,057 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $1.01M as of Q3 2026.
  • Cyndeo Wealth Partners sold 1,572 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2026, an estimated $83.8K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.05% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #272 holding.
  • Cyndeo Wealth Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2023 and has held it in 13 quarters since.
  • Cyndeo Wealth Partners's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2.09M in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.