Harbour Investments’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Harbour Investments’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	$1.19K	Buy	21 +1	+5%	+$56	﹤0.01%	4175
2026 Q1	$994	Buy	+20	New	+$1.04K	﹤0.01%	4100
2021 Q4	–	Sell	-1,844	Closed	-$70K	–	3415
2021 Q3	$70K	Buy	+1,844	New	+$73.8K	﹤0.01%	1570
2021 Q2	–	Sell	-2,483	Closed	-$84K	–	3911
2021 Q1	$84K	Buy	+2,483	New	+$84.6K	﹤0.01%	1388

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

Harbour Investments's PIZ Position: Q2 2026 in Review

Harbour Investments increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 5% in Q2 2026, buying an estimated $56 and bringing the position to 21 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #4175.

Harbour Investments first reported a position in PIZ in Q1 2021 and has held it in 4 quarters since. The position peaked at $84K in Q1 2021. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Harbour Investments held 21 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $1.19K as of Q2 2026.
Harbour Investments bought 1 Invesco Dorsey Wright Developed Markets Momentum ETF share in Q2 2026, an estimated $56.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4175 holding.
Harbour Investments first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2021 and has held it in 4 quarters since.
Harbour Investments's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $84K in Q1 2021.
116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.