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Independent Advisor Alliance’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Independent Advisor Alliance’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 		– Sell
-17,014
Closed -$843K – 1469
2026
Q1 		$843K Buy
+17,014
New +$882K 0.01% 906
2025
Q1 		– Sell
-14,343
Closed -$521K – 1207
2024
Q4 		$521K Buy
+14,343
New +$537K 0.01% 952

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

Independent Advisor Alliance's PIZ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2026, closing a stake of 17,014 shares — an estimated $843K sold.

Independent Advisor Alliance first reported a position in PIZ in Q4 2024 and held it in 2 quarters. The position peaked at $843K in Q1 2026. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 17,014 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $843K.
  • Independent Advisor Alliance first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $843K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.