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

IFP 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 		$379K Buy
+6,775
New +$378K 0.01% 1168
2025
Q4 		– Sell
-100
Closed -$4.77K – 5001
2025
Q3 		$4.77K Hold
100
– – ﹤0.01% 3281
2025
Q2 		$4.59K Buy
100
+45
+82% +$1.9K ﹤0.01% 3450
2025
Q1 		$2.09K Buy
+55
New +$2.12K ﹤0.01% 3133
2024
Q4 		– Sell
-216
Closed -$8.18K – 4648
2024
Q3 		$8.18K Buy
+216
New +$7.82K ﹤0.01% 2502
2023
Q1 		– Sell
-256
Closed -$7K – 4162
2022
Q4 		$7K Hold
256
– – ﹤0.01% 3622
2022
Q3 		$7K Hold
256
– – ﹤0.01% 3872
2022
Q2 		$7K Hold
256
– – ﹤0.01% 3620
2022
Q1 		$7K Buy
+256
New +$8.7K ﹤0.01% 3619
2019
Q4 		– Sell
-256
Closed -$7K – 3046
2019
Q3 		$7K Buy
+256
New +$6.87K ﹤0.01% 2228
2018
Q4 		– Sell
-1,534
Closed -$42K – 3785
2018
Q3 		$42K Sell
1,534
-318
-17% -$8.85K ﹤0.01% 1991
2018
Q2 		$51K Buy
1,852
+12
+0.7% +$337 ﹤0.01% 1894
2018
Q1 		$51K Hold
1,840
– – ﹤0.01% 1797
2017
Q4 		$51K Buy
1,840
+119
+7% +$3.25K ﹤0.01% 1814
2017
Q3 		$47K Buy
1,721
+2
+0.1% +$53 ﹤0.01% 2027
2017
Q2 		$44K Buy
1,719
+12
+0.7% +$299 ﹤0.01% 2054
2017
Q1 		$40K Sell
1,707
-884
-34% -$19.9K ﹤0.01% 2057
2016
Q4 		$55K Buy
2,591
+154
+6% +$3.37K ﹤0.01% 1830
2016
Q3 		$58K Sell
2,437
-273
-10% -$6.36K ﹤0.01% 1713
2016
Q2 		$62K Buy
+2,710
New +$62.6K ﹤0.01% 1642
2016
Q1 		– Sell
-6,374
Closed -$151K – 3139
2015
Q4 		$151K Buy
+6,374
New +$150K 0.01% 966

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors's PIZ Position: Q2 2026 in Review

IFP Advisors opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2026: 6,775 shares worth $379K. The stake represents 0.01% of the portfolio and ranks #1168 among its holdings. This is a return to the name: IFP Advisors previously reported a position in PIZ as recently as Q3 2025.

IFP Advisors first reported a position in PIZ in Q4 2015 and has held it in 21 quarters since. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • IFP Advisors held 6,775 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $379K as of Q2 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF was a new IFP Advisors position in Q2 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1168 holding.
  • IFP Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2015 and has held it in 21 quarters since.
  • 116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.