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Gladstone Institutional Advisory’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Gladstone Institutional Advisory’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 		$326K Buy
6,583
+300
+5% +$15.5K 0.01% 645
2025
Q4 		$308K Buy
6,283
+1,484
+31% +$71.3K 0.01% 624
2025
Q3 		$229K Buy
+4,799
New +$222K 0.01% 727

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
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Gladstone Institutional Advisory's PIZ Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 4.8% in Q1 2026, buying an estimated $15.5K and bringing the position to 6,583 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #645.

Gladstone Institutional Advisory first reported a position in PIZ in Q3 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Gladstone Institutional Advisory held 6,583 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $326K as of Q1 2026.
  • Gladstone Institutional Advisory bought 300 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $15.5K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #645 holding.
  • Gladstone Institutional Advisory first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.