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 Q3	$3.68M	Buy	69,396 +22,659	+48%	+$1.21M	﹤0.01%	1433
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

HighTower Advisors's PIZ Position: Q3 2026 in Review

HighTower Advisors increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 48% in Q3 2026, buying an estimated $1.21M and bringing the position to 69,396 shares worth $3.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

HighTower Advisors first reported a position in PIZ in Q1 2014 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

HighTower Advisors held 69,396 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $3.68M as of Q3 2026.
HighTower Advisors bought 22,659 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2026, an estimated $1.21M.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #1433 holding.
HighTower Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2014 and has held it in 7 quarters since.
61 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.