Institute for Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Institute for Wealth Management’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	$211K	Buy	+3,772	New	+$210K	0.02%	507
2020 Q1	–	Sell	-4,843	Closed	-$139K	–	597
2019 Q4	$139K	Buy	+4,843	New	+$133K	0.03%	449

Other funds holding PIZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Institute for Wealth Management's PIZ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2026: 3,772 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #507 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PIZ as recently as Q4 2019.

Institute for Wealth Management first reported a position in PIZ in Q4 2019 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Institute for Wealth Management held 3,772 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $211K as of Q2 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #507 holding.
Institute for Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2019 and has held it in 2 quarters since.
116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.