Eagle Bay Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Eagle Bay 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
2025 Q1	–	Sell	-4,010	Closed	-$146K	–	729
2024 Q4	$146K	Hold	4,010	–	–	0.09%	146
2024 Q3	$152K	Hold	4,010	–	–	0.06%	217
2024 Q2	$143K	Hold	4,010	–	–	0.09%	160
2024 Q1	$138K	Hold	4,010	–	–	0.09%	168
2023 Q4	$127K	Hold	4,010	–	–	0.08%	177
2023 Q3	$115K	Hold	4,010	–	–	0.05%	224
2023 Q2	$122K	Hold	4,010	–	–	0.07%	178
2023 Q1	$120K	Hold	4,010	–	–	0.07%	199
2022 Q4	$110K	Hold	4,010	–	–	0.06%	213
2022 Q3	$97K	Sell	4,010 -346	-8%	-$9.61K	0.06%	206
2022 Q2	$120K	Buy	+4,356	New	+$133K	0.07%	173
2022 Q1	–	Sell	-4,356	Closed	-$176K	–	782
2021 Q4	$176K	Sell	4,356 -2,278	-34%	-$89.9K	0.11%	115
2021 Q3	$251K	Buy	6,634 +1,540	+30%	+$61.6K	0.14%	109
2021 Q2	$195K	Buy	+5,094	New	+$187K	0.16%	89

Other funds holding PIZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

Eagle Bay Advisors's PIZ Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2025, closing a stake of 4,010 shares — an estimated $146K sold.

Eagle Bay Advisors first reported a position in PIZ in Q2 2021 and held it in 14 quarters. The position peaked at $251K in Q3 2021. 59 funds tracked by Wall St. Rank hold PIZ as of Q1 2025.

Eagle Bay Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 4,010 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2025, an estimated $146K.
Eagle Bay Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2021 and held it in 14 quarters.
Eagle Bay Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $251K in Q3 2021.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.