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
2026 Q2	$483K	Buy	+8,646	New	+$482K	0.01%	1045
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 $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

Global Retirement Partners's PIZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2026: 8,646 shares worth $483K. The stake represents 0.01% of the portfolio and ranks #1045 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PIZ as recently as Q4 2025.

Global Retirement Partners first reported a position in PIZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $555K in Q4 2025. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Global Retirement Partners held 8,646 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $483K as of Q2 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF was a new Global Retirement Partners position in Q2 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1045 holding.
Global Retirement Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2024 and has held it in 5 quarters since.
Global Retirement Partners's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $555K in Q4 2025.
116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.