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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
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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Independent Advisor Alliance's PIZ Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2026: 17,014 shares worth $843K. The stake represents 0.01% of the portfolio and ranks #906 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in PIZ as recently as Q4 2024.

Independent Advisor Alliance first reported a position in PIZ in Q4 2024 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Independent Advisor Alliance held 17,014 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $843K as of Q1 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #906 holding.
  • Independent Advisor Alliance first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2024 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.