Global Retirement Partners’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Global Retirement Partners’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
2025 Q4	$555K	Buy	11,327 +25	+0.2%	+$1.2K	0.01%	905
2025 Q3	$539K	Buy	11,302 +3,013	+36%	+$140K	0.01%	747
2025 Q2	$381K	Buy	+8,289	New	+$350K	0.01%	833
2024 Q4	$297K	Buy	+8,169	New	+$306K	0.01%	804

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

Global Retirement Partners's PIZ Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 0.22% in Q4 2025, buying an estimated $1.2K and bringing the position to 11,327 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #905.

Global Retirement Partners first reported a position in PIZ in Q4 2024 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold PIZ as of Q4 2025.

Global Retirement Partners held 11,327 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $555K as of Q4 2025.
Global Retirement Partners bought 25 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2025, an estimated $1.2K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #905 holding.
Global Retirement Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2024 and has held it in 4 quarters since.
95 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.