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 Q3	$300K	Hold	5,657	–	–	0.04%	55
2026 Q2	$316K	Sell	5,657 -2,540	-31%	-$142K	0.05%	51
2026 Q1	$406K	Buy	+8,197	New	+$425K	0.07%	70

Other funds holding PIZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Heirloom Wealth Management's PIZ Position: Q3 2026 in Review

Heirloom Wealth Management held its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) position steady in Q3 2026 at 5,657 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #55.

Heirloom Wealth Management first reported a position in PIZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $406K in Q1 2026. 8 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

Heirloom Wealth Management held 5,657 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $300K as of Q3 2026.
Heirloom Wealth Management left its Invesco Dorsey Wright Developed Markets Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.04% of Heirloom Wealth Management's portfolio in Q3 2026, its #55 holding.
Heirloom Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2026 and has held it in 3 quarters since.
Heirloom Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $406K in Q1 2026.
8 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.