IFP Advisors
PIZ icon

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
Q3 		$1.51M Buy
28,455
+21,680
+320% +$1.16M 0.03% 602
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 		$4.6K 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% 3621
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% 3617
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% +$3.26K ﹤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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Redstone Wealth Management
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
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
Blueprint Financial Advisors
Blueprint Financial Advisors Greensboto, North Carolina $936M AUM 26.98% 1-Year Est. Return

IFP Advisors's PIZ Position: Q3 2026 in Review

IFP Advisors increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 320% in Q3 2026, buying an estimated $1.16M and bringing the position to 28,455 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #602.

IFP Advisors first reported a position in PIZ in Q4 2015 and has held it in 22 quarters since. 34 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

  • IFP Advisors held 28,455 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $1.51M as of Q3 2026.
  • IFP Advisors bought 21,680 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2026, an estimated $1.16M.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.03% of IFP Advisors's portfolio in Q3 2026, its #602 holding.
  • IFP Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2015 and has held it in 22 quarters since.
  • 34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.