Farther Finance Advisors
PIZ icon

Farther Finance Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Farther Finance 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
Q3 		$276K Sell
5,196
-431
-8% -$23K ﹤0.01% 2045
2026
Q2 		$315K Sell
5,627
-3,119
-36% -$174K ﹤0.01% 1908
2026
Q1 		$447K Buy
8,746
+5,488
+168% +$284K ﹤0.01% 1489
2025
Q4 		$160K Hold
3,258
– – ﹤0.01% 2058
2025
Q3 		$155K Sell
3,258
-351
-10% -$16.3K ﹤0.01% 1758
2025
Q2 		$166K Hold
3,609
– – ﹤0.01% 1483
2025
Q1 		$139K Buy
+3,609
New +$139K ﹤0.01% 1388

Other funds holding PIZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Farther Finance Advisors's PIZ Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 7.7% in Q3 2026, selling an estimated $23K and leaving 5,196 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Farther Finance Advisors first reported a position in PIZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $447K in Q1 2026. 8 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

  • Farther Finance Advisors held 5,196 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $276K as of Q3 2026.
  • Farther Finance Advisors sold 431 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2026, an estimated $23K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2045 holding.
  • Farther Finance Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2025 and has held it in 7 quarters since.
  • Farther Finance Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $447K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.