GWM
PIZ icon

Greenline Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Greenline Wealth Management’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 		$2.46M Buy
44,020
+7,286
+20% +$406K 2.02% 12
2026
Q1 		$1.82M Buy
36,734
+3,591
+11% +$186K 2.1% 16
2025
Q4 		$1.62M Buy
+33,143
New +$1.59M 1.68% 16

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Greenline Wealth Management's PIZ Position: Q2 2026 in Review

Greenline Wealth Management increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 20% in Q2 2026, buying an estimated $406K and bringing the position to 44,020 shares worth $2.46M. The position accounts for 2.02% of the portfolio, ranked #12.

Greenline Wealth Management first reported a position in PIZ in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Greenline Wealth Management held 44,020 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $2.46M as of Q2 2026.
  • Greenline Wealth Management bought 7,286 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $406K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 2.02% of Greenline Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Greenline Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.