Envestnet Asset Management
PIZ icon

Envestnet Asset Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Envestnet Asset 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 		$14M Buy
283,135
+74,195
+36% +$3.84M ﹤0.01% 1598
2025
Q4 		$10.2M Buy
208,940
+155,883
+294% +$7.49M ﹤0.01% 1667
2025
Q3 		$2.53M Buy
53,057
+4,221
+9% +$196K ﹤0.01% 2728
2025
Q2 		$2.24M Buy
48,836
+35,618
+269% +$1.51M ﹤0.01% 2749
2025
Q1 		$503K Buy
13,218
+814
+7% +$31.4K ﹤0.01% 3621
2024
Q4 		$450K Sell
12,404
-11
-0.1% -$412 ﹤0.01% 3639
2024
Q3 		$470K Buy
12,415
+906
+8% +$32.8K ﹤0.01% 3568
2024
Q2 		$411K Buy
11,509
+238
+2% +$8.24K ﹤0.01% 3562
2024
Q1 		$388K Sell
11,271
-2,998
-21% -$98.6K ﹤0.01% 3579
2023
Q4 		$453K Buy
14,269
+2,288
+19% +$67.3K ﹤0.01% 3380
2023
Q3 		$344K Buy
11,981
+242
+2% +$7.34K ﹤0.01% 3459
2023
Q2 		$358K Sell
11,739
-2,119
-15% -$63.9K ﹤0.01% 3394
2023
Q1 		$415K Sell
13,858
-2,299
-14% -$67.4K ﹤0.01% 3267
2022
Q4 		$444K Sell
16,157
-1,140
-7% -$30.7K ﹤0.01% 3165
2022
Q3 		$420K Buy
17,297
+1,053
+6% +$29.3K ﹤0.01% 3121
2022
Q2 		$449K Buy
16,244
+13
+0.1% +$398 ﹤0.01% 3108
2022
Q1 		$546K Sell
16,231
-602
-4% -$20.5K ﹤0.01% 3072
2021
Q4 		$679K Buy
16,833
+711
+4% +$28.1K ﹤0.01% 2878
2021
Q3 		$612K Sell
16,122
-1,132
-7% -$45.3K ﹤0.01% 2848
2021
Q2 		$650K Sell
17,254
-2,054
-11% -$75.4K ﹤0.01% 2812
2021
Q1 		$656K Sell
19,308
-3,462
-15% -$118K ﹤0.01% 2689
2020
Q4 		$770K Buy
22,770
+12,236
+116% +$394K ﹤0.01% 2422
2020
Q3 		$327K Sell
10,534
-1,819
-15% -$54.6K ﹤0.01% 2693
2020
Q2 		$341K Sell
12,353
-2,421
-16% -$61.7K ﹤0.01% 2622
2020
Q1 		$335K Buy
14,774
+2,734
+23% +$74K ﹤0.01% 2501
2019
Q4 		$347K Buy
12,040
+1,309
+12% +$36K ﹤0.01% 2669
2019
Q3 		$283K Sell
10,731
-1,266
-11% -$34K ﹤0.01% 2693
2019
Q2 		$325K Sell
11,997
-13,247
-52% -$350K ﹤0.01% 2612
2019
Q1 		$653K Buy
25,244
+15,032
+147% +$373K ﹤0.01% 2165
2018
Q4 		$235K Buy
+10,212
New +$249K ﹤0.01% 2582
2018
Q3 		– Sell
-6,706
Closed -$184K – 2232
2018
Q2 		$184K Buy
6,706
+1,586
+31% +$44.5K ﹤0.01% 1711
2018
Q1 		$142K Buy
5,120
+149
+3% +$4.22K ﹤0.01% 1784
2017
Q4 		$136K Sell
4,971
-2,066
-29% -$56.5K ﹤0.01% 1998
2017
Q3 		$189K Sell
7,037
-5,508
-44% -$145K ﹤0.01% 1862
2017
Q2 		$322K Sell
12,545
-95,305
-88% -$2.37M ﹤0.01% 1694
2017
Q1 		$2.52M Sell
107,850
-248,584
-70% -$5.61M 0.01% 842
2016
Q4 		$7.62M Buy
356,434
+11,335
+3% +$248K 0.03% 405
2016
Q3 		$8.17M Buy
345,099
+327,005
+1,807% +$7.62M 0.03% 418
2016
Q2 		$411K Sell
18,094
-320
-2% -$7.39K ﹤0.01% 1745
2016
Q1 		$425K Sell
18,414
-6,519
-26% -$144K ﹤0.01% 1714
2015
Q4 		$591K Sell
24,933
-62,587
-72% -$1.47M ﹤0.01% 1526
2015
Q3 		$1.97M Buy
87,520
+4,701
+6% +$111K 0.01% 974
2015
Q2 		$1.98M Buy
82,819
+3,110
+4% +$79.1K 0.01% 1056
2015
Q1 		$1.98M Buy
79,709
+76,455
+2,350% +$1.88M 0.01% 973
2014
Q4 		$78K Sell
3,254
-195,340
-98% -$4.72M ﹤0.01% 1252
2014
Q3 		$4.84M Sell
198,594
-38,416
-16% -$983K 0.05% 248
2014
Q2 		$6.25M Buy
237,010
+34,452
+17% +$913K 0.07% 222
2014
Q1 		$5.46M Buy
+202,558
New +$5.37M 0.06% 197

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

Envestnet Asset Management's PIZ Position: Q1 2026 in Review

Envestnet Asset Management increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 36% in Q1 2026, buying an estimated $3.84M and bringing the position to 283,135 shares worth $14M. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Envestnet Asset Management first reported a position in PIZ in Q1 2014 and has held it in 48 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Envestnet Asset Management held 283,135 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $14M as of Q1 2026.
  • Envestnet Asset Management bought 74,195 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $3.84M.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1598 holding.
  • Envestnet Asset Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2014 and has held it in 48 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.