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

Heirloom 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
Q1 		$406K Buy
+8,197
New +$425K 0.07% 70

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Heirloom Wealth Management's PIZ Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2026: 8,197 shares worth $406K. The stake represents 0.07% of the portfolio and ranks #70 among its holdings.

104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Heirloom Wealth Management held 8,197 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $406K as of Q1 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF was a new Heirloom Wealth Management position in Q1 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.07% of Heirloom Wealth Management's portfolio in Q1 2026, its #70 holding.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.