Genesee Capital Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Genesee Capital 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 Q3	$2.82M	Sell	53,084 -501	-0.9%	-$26.7K	0.89%	21
2026 Q2	$3M	Buy	53,585 +19,268	+56%	+$1.07M	0.94%	20
2026 Q1	$1.7M	Sell	34,317 -2,507	-7%	-$130K	0.71%	32
2025 Q4	$1.8M	Buy	36,824 +1,871	+5%	+$89.9K	0.73%	35
2025 Q3	$1.67M	Buy	+34,953	New	+$1.62M	0.72%	35

Other funds holding PIZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return

Genesee Capital Advisors's PIZ Position: Q3 2026 in Review

Genesee Capital Advisors reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 0.93% in Q3 2026, selling an estimated $26.7K and leaving 53,084 shares worth $2.82M. The position accounts for 0.89% of the portfolio, ranked #21.

Genesee Capital Advisors first reported a position in PIZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $3M in Q2 2026. 34 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

Genesee Capital Advisors held 53,084 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $2.82M as of Q3 2026.
Genesee Capital Advisors sold 501 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2026, an estimated $26.7K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.89% of Genesee Capital Advisors's portfolio in Q3 2026, its #21 holding.
Genesee Capital Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2025 and has held it in 5 quarters since.
Genesee Capital Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $3M in Q2 2026.
34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on Genesee Capital Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.