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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
23,535
-712
-3% -$32.7K 0.06% 222
2025
Q1
$923K Sell
24,247
-14
-0.1% -$533 0.06% 225
2024
Q4
$881K Sell
24,261
-2,336
-9% -$84.8K 0.06% 229
2024
Q3
$1.01M Sell
26,597
-4,046
-13% -$153K 0.07% 213
2024
Q2
$1.09M Sell
30,643
-4,013
-12% -$143K 0.09% 201
2024
Q1
$1.19M Sell
34,656
-4,728
-12% -$163K 0.1% 186
2023
Q4
$1.25M Sell
39,384
-33,625
-46% -$1.07M 0.12% 171
2023
Q3
$2.09M Buy
+73,009
New +$2.09M 0.22% 122