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Financial Management Professionals’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Financial Management Professionals’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
Q4 		– Sell
-33,490
Closed -$1.6M – 1019
2025
Q3 		$1.6M Sell
33,490
-3,372
-9% -$156K 0.17% 52
2025
Q2 		$1.69M Buy
+36,862
New +$1.56M 0.19% 50

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

Financial Management Professionals's PIZ Position: Q4 2025 in Review

Financial Management Professionals sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2025, closing a stake of 33,490 shares — an estimated $1.6M sold.

Financial Management Professionals first reported a position in PIZ in Q2 2025 and held it in 2 quarters. The position peaked at $1.69M in Q2 2025. 95 funds tracked by Wall St. Rank hold PIZ as of Q4 2025.

  • Financial Management Professionals reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Management Professionals sold 33,490 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2025, an estimated $1.6M.
  • Financial Management Professionals first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2025 and held it in 2 quarters.
  • Financial Management Professionals's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.69M in Q2 2025.
  • 95 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2025.

Based on Financial Management Professionals's 13F filing for Q4 2025, filed 27 Jan 2026.