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 Q2	$396K	Buy	7,083 +500	+8%	+$27.9K	0.01%	662
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 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

Gladstone Institutional Advisory's PIZ Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 7.6% in Q2 2026, buying an estimated $27.9K and bringing the position to 7,083 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #662.

Gladstone Institutional Advisory first reported a position in PIZ in Q3 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Gladstone Institutional Advisory held 7,083 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $396K as of Q2 2026.
Gladstone Institutional Advisory bought 500 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $27.9K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #662 holding.
Gladstone Institutional Advisory first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2025 and has held it in 4 quarters since.
116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.