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DHJJ Financial Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

DHJJ Financial Advisors’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 		$77.5K Hold
1,564
– – 0.03% 320
2025
Q4 		$76.6K Hold
1,564
– – 0.03% 312
2025
Q3 		$74.6K Hold
1,564
– – 0.03% 299
2025
Q2 		$71.9K Hold
1,564
– – 0.03% 292
2025
Q1 		$59.6K Hold
1,564
– – 0.02% 297
2024
Q4 		$56.8K Hold
1,564
– – 0.02% 292
2024
Q3 		$59.3K Hold
1,564
– – 0.02% 280
2024
Q2 		$55.9K Hold
1,564
– – 0.02% 261
2024
Q1 		$53.9K Hold
1,564
– – 0.02% 255
2023
Q4 		$49.7K Sell
1,564
-275
-15% -$8.09K 0.02% 253
2023
Q3 		$52.7K Buy
+1,839
New +$55.8K 0.03% 240

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

DHJJ Financial Advisors's PIZ Position: Q1 2026 in Review

DHJJ Financial Advisors held its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) position steady in Q1 2026 at 1,564 shares worth $77.5K. The position accounts for 0.03% of the portfolio, ranked #320.

DHJJ Financial Advisors first reported a position in PIZ in Q3 2023 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • DHJJ Financial Advisors held 1,564 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $77.5K as of Q1 2026.
  • DHJJ Financial Advisors left its Invesco Dorsey Wright Developed Markets Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.03% of DHJJ Financial Advisors's portfolio in Q1 2026, its #320 holding.
  • DHJJ Financial Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2023 and has held it in 11 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.