Flagship Wealth Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Flagship Wealth 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	$140K	Buy	+2,500	New	+$139K	0.03%	180
2026 Q1	–	Sell	-2,500	Closed	-$122K	–	392
2025 Q4	$122K	Buy	+2,500	New	+$120K	0.04%	151

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

Flagship Wealth Advisors's PIZ Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2026: 2,500 shares worth $140K. The stake represents 0.03% of the portfolio and ranks #180 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in PIZ as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in PIZ in Q4 2025 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Flagship Wealth Advisors held 2,500 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $140K as of Q2 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF was a new Flagship Wealth Advisors position in Q2 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.03% of Flagship Wealth Advisors's portfolio in Q2 2026, its #180 holding.
Flagship Wealth Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2025 and has held it in 2 quarters since.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.