DWM
PIZ icon

Drive Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Drive Wealth 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
Q2 		$357K Buy
6,378
+605
+10% +$33.8K 0.06% 266
2026
Q1 		$286K Buy
5,773
+200
+4% +$10.4K 0.06% 266
2025
Q4 		$273K Buy
+5,573
New +$268K 0.05% 276

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Drive Wealth Management's PIZ Position: Q2 2026 in Review

Drive Wealth Management increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 10% in Q2 2026, buying an estimated $33.8K and bringing the position to 6,378 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #266.

Drive Wealth Management first reported a position in PIZ in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Drive Wealth Management held 6,378 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $357K as of Q2 2026.
  • Drive Wealth Management bought 605 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $33.8K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Drive Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.