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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
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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

IFP Advisors's PIZ Position: Q4 2025 in Review

IFP Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2025, closing a stake of 100 shares — an estimated $4.77K sold.

IFP Advisors first reported a position in PIZ in Q4 2015 and held it in 20 quarters. The position peaked at $151K in Q4 2015. 95 funds tracked by Wall St. Rank hold PIZ as of Q4 2025.

  • IFP Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • IFP Advisors sold 100 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2025, an estimated $4.77K.
  • IFP Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2015 and held it in 20 quarters.
  • IFP Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $151K in Q4 2015.
  • 95 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.