FFA
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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
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

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Farther Finance Advisors's PIZ Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 36% in Q2 2026, selling an estimated $174K and leaving 5,627 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Farther Finance Advisors first reported a position in PIZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $447K in Q1 2026. 14 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Farther Finance Advisors held 5,627 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $315K as of Q2 2026.
  • Farther Finance Advisors sold 3,119 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $174K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1908 holding.
  • Farther Finance Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $447K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.