FAM
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Formidable Asset Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Formidable Asset Management’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 		$973K Buy
19,642
+542
+3% +$30.2K 0.15% 140
2026
Q1 		$936K Buy
19,100
+10,935
+134% +$567K 0.14% 138
2025
Q4 		$389K Buy
+8,165
New +$393K 0.06% 286

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
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Formidable Asset Management's PIZ Position: Q2 2026 in Review

Formidable Asset Management increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 2.8% in Q2 2026, buying an estimated $30.2K and bringing the position to 19,642 shares worth $973K. The position accounts for 0.15% of the portfolio, ranked #140.

Formidable Asset Management first reported a position in PIZ in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Formidable Asset Management held 19,642 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $973K as of Q2 2026.
  • Formidable Asset Management bought 542 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $30.2K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.15% of Formidable Asset Management's portfolio in Q2 2026, its #140 holding.
  • Formidable Asset Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.