Del-Sette Capital Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Del-Sette Capital Management’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	$3.73M	Sell	75,410 -5,581	-7%	-$289K	2.23%	14
2025 Q4	$3.97M	Buy	80,991 +616	+0.8%	+$29.6K	2.45%	11
2025 Q3	$3.83M	Buy	80,375 +7,256	+10%	+$336K	2.38%	14
2025 Q2	$3.36M	Sell	73,119 -7,445	-9%	-$315K	2.34%	17
2025 Q1	$3.07M	Buy	80,564 +70,311	+686%	+$2.71M	2.41%	13
2024 Q4	$372K	Sell	10,253 -139,470	-93%	-$5.22M	0.3%	33
2024 Q3	$5.67M	Sell	149,723 -6,692	-4%	-$242K	4.43%	8
2024 Q2	$5.59M	Buy	156,415 +142,640	+1,035%	+$4.94M	4.58%	7
2024 Q1	$475K	Buy	13,775 +4,366	+46%	+$144K	0.39%	35
2023 Q4	$299K	Hold	9,409	–	–	0.26%	27
2023 Q3	$270K	Buy	+9,409	New	+$286K	0.27%	27
2022 Q1	–	Sell	-114,310	Closed	-$4.61M	–	32
2021 Q4	$4.61M	Buy	+114,310	New	+$4.51M	4.43%	7

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

Del-Sette Capital Management's PIZ Position: Q1 2026 in Review

Del-Sette Capital Management reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 6.9% in Q1 2026, selling an estimated $289K and leaving 75,410 shares worth $3.73M. The position accounts for 2.23% of the portfolio, ranked #14.

Del-Sette Capital Management first reported a position in PIZ in Q4 2021 and has held it in 12 quarters since. The position peaked at $5.67M in Q3 2024. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

Del-Sette Capital Management held 75,410 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $3.73M as of Q1 2026.
Del-Sette Capital Management sold 5,581 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $289K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 2.23% of Del-Sette Capital Management's portfolio in Q1 2026, its #14 holding.
Del-Sette Capital Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2021 and has held it in 12 quarters since.
Del-Sette Capital Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $5.67M in Q3 2024.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Del-Sette Capital Management's 13F filing for Q1 2026, filed 4 May 2026.