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 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 $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

HighTower Advisors's PIZ Position: Q1 2026 in Review

HighTower Advisors opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2026: 41,116 shares worth $2.04M. The stake represents ﹤0.01% of the portfolio and ranks #1704 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in PIZ as recently as Q4 2014.

HighTower Advisors first reported a position in PIZ in Q1 2014 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

HighTower Advisors held 41,116 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $2.04M as of Q1 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF was a new HighTower Advisors position in Q1 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1704 holding.
HighTower Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2014 and has held it in 5 quarters since.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.