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Garton & Associates Financial Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-836
Closed -$40.9K – 539
2025
Q4 		$40.9K Buy
+836
New +$40.2K 0.02% 421

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Garton & Associates Financial Advisors's PIZ Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2026, closing a stake of 836 shares — an estimated $40.9K sold.

Garton & Associates Financial Advisors first reported a position in PIZ in Q4 2025 and held it in 1 quarter. The position peaked at $40.9K in Q4 2025. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 836 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $40.9K.
  • Garton & Associates Financial Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $40.9K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.