HighTower Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

HighTower Advisors’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	$2.61M	Buy	46,737 +5,621	+14%	+$314K	﹤0.01%	1603
2026 Q1	$2.04M	Buy	+41,116	New	+$2.13M	﹤0.01%	1704
2015 Q1	–	Sell	-11,358	Closed	-$273K	–	1672
2014 Q4	$273K	Sell	11,358 -1,859	-14%	-$44.9K	﹤0.01%	1272
2014 Q3	$322K	Buy	13,217 +634	+5%	+$16.2K	0.01%	1179
2014 Q2	$332K	Buy	12,583 +4,425	+54%	+$117K	0.01%	1211
2014 Q1	$220K	Buy	+8,158	New	+$216K	﹤0.01%	1279

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

HighTower Advisors's PIZ Position: Q2 2026 in Review

HighTower Advisors increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 14% in Q2 2026, buying an estimated $314K and bringing the position to 46,737 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

HighTower Advisors first reported a position in PIZ in Q1 2014 and has held it in 6 quarters since. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

HighTower Advisors held 46,737 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $2.61M as of Q2 2026.
HighTower Advisors bought 5,621 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $314K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1603 holding.
HighTower Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2014 and has held it in 6 quarters since.
116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.