Equitable Holdings’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Equitable Holdings’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	$3.84M	Buy	68,647 +11,451	+20%	+$639K	0.02%	536
2026 Q1	$2.8M	Buy	57,196 +2,993	+6%	+$155K	0.02%	617
2025 Q4	$2.66M	Buy	54,203 +2,314	+4%	+$111K	0.02%	548
2025 Q3	$2.47M	Buy	51,889 +17,943	+53%	+$832K	0.02%	540
2025 Q2	$1.56M	Buy	+33,946	New	+$1.43M	0.01%	657

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 $59.8B AUM 29.42% 1-Year Est. Return

Equitable Holdings's PIZ Position: Q2 2026 in Review

Equitable Holdings increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 20% in Q2 2026, buying an estimated $639K and bringing the position to 68,647 shares worth $3.84M. The position accounts for 0.02% of the portfolio, ranked #536.

Equitable Holdings first reported a position in PIZ in Q2 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Equitable Holdings held 68,647 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $3.84M as of Q2 2026.
Equitable Holdings bought 11,451 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $639K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #536 holding.
Equitable Holdings first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2025 and has held it in 5 quarters since.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.