Glenmede Trust’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Glenmede Trust’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	$23.6K	Hold	476	–	–	﹤0.01%	1448
2025 Q4	$23.3K	Buy	+476	New	+$22.9K	﹤0.01%	1409
2025 Q1	$18.1K	Hold	476	–	–	﹤0.01%	1344
2024 Q4	$17.3K	Hold	476	–	–	﹤0.01%	1363
2024 Q3	$18K	Hold	476	–	–	﹤0.01%	1354
2024 Q2	$17K	Sell	476 -75	-14%	-$2.6K	﹤0.01%	1321
2024 Q1	$19K	Hold	551	–	–	﹤0.01%	1307
2023 Q4	$17.5K	Hold	551	–	–	﹤0.01%	1261
2023 Q3	$15.8K	Hold	551	–	–	﹤0.01%	1220
2023 Q2	$16.5K	Hold	551	–	–	﹤0.01%	1239
2023 Q1	$16.5K	Hold	551	–	–	﹤0.01%	1245
2022 Q4	$15.1K	Hold	551	–	–	﹤0.01%	1244
2022 Q3	$13K	Hold	551	–	–	﹤0.01%	1235
2022 Q2	$15K	Sell	551 -788	-59%	-$24.1K	﹤0.01%	1244
2022 Q1	$45K	Hold	1,339	–	–	﹤0.01%	1235
2021 Q4	$53K	Hold	1,339	–	–	﹤0.01%	1234
2021 Q3	$50K	Hold	1,339	–	–	﹤0.01%	1209
2021 Q2	$50K	Hold	1,339	–	–	﹤0.01%	1207
2021 Q1	$45K	Hold	1,339	–	–	﹤0.01%	1131
2020 Q4	$45K	Hold	1,339	–	–	﹤0.01%	1130
2020 Q3	$41K	Hold	1,339	–	–	﹤0.01%	1381
2020 Q2	$36K	Sell	1,339 -25	-2%	-$637	﹤0.01%	1398
2020 Q1	$39K	Hold	1,364	–	–	﹤0.01%	1791
2019 Q4	$39K	Buy	1,364 +888	+187%	+$24.4K	﹤0.01%	1791
2019 Q3	$12	Hold	476	–	–	﹤0.01%	2282
2019 Q2	$12	Sell	476 -360	-43%	-$9.52K	﹤0.01%	2292
2019 Q1	$21	Hold	836	–	–	﹤0.01%	2049
2018 Q4	$19	Buy	+836	New	+$20.4K	﹤0.01%	2017
2018 Q3	–	Sell	-836	Closed	-$23K	–	1731
2018 Q2	$23K	Hold	836	–	–	﹤0.01%	1684
2018 Q1	$23K	Hold	836	–	–	﹤0.01%	1913
2017 Q4	$23K	Hold	836	–	–	﹤0.01%	1913
2017 Q3	$22K	Hold	836	–	–	﹤0.01%	1930
2017 Q2	$19K	Hold	836	–	–	﹤0.01%	1931
2017 Q1	$19K	Hold	836	–	–	﹤0.01%	1931
2016 Q4	$17K	Hold	836	–	–	﹤0.01%	1948
2016 Q3	$19K	Hold	836	–	–	﹤0.01%	1945
2016 Q2	$18K	Hold	836	–	–	﹤0.01%	1929
2016 Q1	$19K	Hold	836	–	–	﹤0.01%	1843
2015 Q4	$19K	Hold	836	–	–	﹤0.01%	1888
2015 Q3	$18K	Hold	836	–	–	﹤0.01%	1929
2015 Q2	$19K	Hold	836	–	–	﹤0.01%	1925
2015 Q1	$20K	Hold	836	–	–	﹤0.01%	1948
2014 Q4	$20K	Hold	836	–	–	﹤0.01%	2023
2014 Q3	$20K	Hold	836	–	–	﹤0.01%	1958
2014 Q2	$22K	Hold	836	–	–	﹤0.01%	1851
2014 Q1	$22K	Hold	836	–	–	﹤0.01%	1871
2013 Q4	$22K	Hold	836	–	–	﹤0.01%	1826
2013 Q3	$20K	Hold	836	–	–	﹤0.01%	1802
2013 Q2	$17K	Buy	+836	New	+$18.2K	﹤0.01%	1766

Other funds holding PIZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Glenmede Trust's PIZ Position: Q1 2026 in Review

Glenmede Trust held its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) position steady in Q1 2026 at 476 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Glenmede Trust first reported a position in PIZ in Q2 2013 and has held it in 49 quarters since. The position peaked at $53K in Q4 2021. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

Glenmede Trust held 476 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $23.6K as of Q1 2026.
Glenmede Trust left its Invesco Dorsey Wright Developed Markets Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Glenmede Trust's portfolio in Q1 2026, its #1448 holding.
Glenmede Trust first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2013 and has held it in 49 quarters since.
Glenmede Trust's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $53K in Q4 2021.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Glenmede Trust's 13F filing for Q1 2026, filed 26 May 2026.