Darden Wealth Group
PIZ icon

Darden Wealth Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Darden Wealth Group’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 		$460K Buy
8,665
+869
+11% +$46.3K 0.18% 97
2026
Q2 		$436K Buy
7,796
+2,287
+42% +$128K 0.17% 103
2026
Q1 		$273K Buy
+5,509
New +$285K 0.14% 122

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Affinity Wealth Management
Affinity Wealth Management Wilmington, Delaware $740M AUM 34.87% 1-Year Est. Return
Axiom Financial Strategies
Axiom Financial Strategies New Albany, Indiana $315M AUM 13.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Darden Wealth Group's PIZ Position: Q3 2026 in Review

Darden Wealth Group increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 11% in Q3 2026, buying an estimated $46.3K and bringing the position to 8,665 shares worth $460K. The position accounts for 0.18% of the portfolio, ranked #97.

Darden Wealth Group first reported a position in PIZ in Q1 2026 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

  • Darden Wealth Group held 8,665 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $460K as of Q3 2026.
  • Darden Wealth Group bought 869 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2026, an estimated $46.3K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.18% of Darden Wealth Group's portfolio in Q3 2026, its #97 holding.
  • Darden Wealth Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2026 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.