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 Q2	$85.8K	Sell	1,534 -30	-2%	-$1.67K	0.02%	330
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DHJJ Financial Advisors's PIZ Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 1.9% in Q2 2026, selling an estimated $1.67K and leaving 1,534 shares worth $85.8K. The position accounts for 0.02% of the portfolio, ranked #330.

DHJJ Financial Advisors first reported a position in PIZ in Q3 2023 and has held it in 12 quarters since. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

DHJJ Financial Advisors held 1,534 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $85.8K as of Q2 2026.
DHJJ Financial Advisors sold 30 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $1.67K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #330 holding.
DHJJ Financial Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2023 and has held it in 12 quarters since.
116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.