Janney Montgomery Scott’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Janney Montgomery Scott’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	–	Sell	-23,298	Closed	-$1.14M	–	2984
2025 Q4	$1.14M	Buy	23,298 +1,206	+5%	+$58K	﹤0.01%	1653
2025 Q3	$1.05M	Buy	22,092 +3,078	+16%	+$143K	﹤0.01%	1660
2025 Q2	$874K	Buy	19,014 +4,251	+29%	+$180K	﹤0.01%	1664
2025 Q1	$562K	Buy	+14,763	New	+$570K	﹤0.01%	1913
2024 Q4	–	Sell	-13,343	Closed	-$506K	–	2809
2024 Q3	$506K	Buy	13,343 +834	+7%	+$30.2K	﹤0.01%	1958
2024 Q2	$447K	Buy	12,509 +1,167	+10%	+$40.4K	﹤0.01%	1972
2024 Q1	$391K	Buy	11,342 +2,237	+25%	+$73.6K	﹤0.01%	2167
2023 Q4	$289K	Hold	9,105	–	–	﹤0.01%	2239
2023 Q3	$261K	Sell	9,105 -862	-9%	-$26.2K	﹤0.01%	2223
2023 Q2	$304K	Buy	9,967 +2,028	+26%	+$61.2K	﹤0.01%	2216
2023 Q1	$238K	Buy	+7,939	New	+$233K	﹤0.01%	2191
2022 Q3	–	Sell	-7,557	Closed	-$211K	–	2588
2022 Q2	$211K	Sell	7,557 -22,472	-75%	-$689K	﹤0.01%	2116
2022 Q1	$1.01M	Sell	30,029 -7,675	-20%	-$261K	﹤0.01%	1236
2021 Q4	$1.52M	Buy	37,704 +4,397	+13%	+$174K	0.01%	1115
2021 Q3	$1.26M	Sell	33,307 -1,802	-5%	-$72.1K	0.01%	1166
2021 Q2	$1.32M	Sell	35,109 -564	-2%	-$20.7K	0.01%	1141
2021 Q1	$1.21M	Buy	35,673 +5,254	+17%	+$179K	0.01%	1103
2020 Q4	$1.03M	Buy	30,419 +6,362	+26%	+$205K	0.01%	1166
2020 Q3	$746K	Buy	24,057 +3,727	+18%	+$112K	﹤0.01%	1223
2020 Q2	$562K	Sell	20,330 -19,590	-49%	-$499K	﹤0.01%	1308
2020 Q1	$904K	Sell	39,920 -28,749	-42%	-$778K	0.01%	965
2019 Q4	$1.98M	Sell	68,669 -3,260	-5%	-$89.6K	0.01%	800
2019 Q3	$1.9M	Sell	71,929 -9,189	-11%	-$247K	0.01%	777
2019 Q2	$2.19M	Sell	81,118 -2,460	-3%	-$65K	0.02%	703
2019 Q1	$2.16M	Buy	83,578 +3,134	+4%	+$77.8K	0.02%	670
2018 Q4	$1.85M	Sell	80,444 -9,246	-10%	-$225K	0.02%	668
2018 Q3	$2.46M	Buy	89,690 +10,508	+13%	+$293K	0.02%	634
2018 Q2	$2.18M	Buy	79,182 +15,175	+24%	+$426K	0.02%	651
2018 Q1	$1.78M	Buy	64,007 +13,501	+27%	+$382K	0.02%	704
2017 Q4	$1.4M	Buy	50,506 +18,483	+58%	+$506K	0.01%	801
2017 Q3	$867K	Buy	32,023 +19,333	+152%	+$510K	0.01%	988
2017 Q2	$326K	Buy	+12,690	New	+$316K	﹤0.01%	1397
2016 Q4	–	Sell	-10,780	Closed	-$255K	–	1715
2016 Q3	$255K	Buy	+10,780	New	+$251K	﹤0.01%	1267
2016 Q2	–	Sell	-28,684	Closed	-$661K	–	1039
2016 Q1	$661K	Sell	28,684 -8,022	-22%	-$177K	0.02%	659
2015 Q4	$870K	Sell	36,706 -3,629	-9%	-$85.1K	0.02%	594
2015 Q3	$906K	Sell	40,335 -3,906	-9%	-$92K	0.03%	575
2015 Q2	$1.06M	Buy	44,241 +1,235	+3%	+$31.4K	0.02%	763
2015 Q1	$1.07M	Sell	43,006 -69,090	-62%	-$1.7M	0.02%	859
2014 Q4	$2.69M	Sell	112,096 -26,736	-19%	-$646K	0.05%	429
2014 Q3	$3.39M	Sell	138,832 -1,552	-1%	-$39.7K	0.07%	354
2014 Q2	$3.7M	Buy	140,384 +10,226	+8%	+$271K	0.08%	310
2014 Q1	$3.51M	Buy	130,158 +4,777	+4%	+$127K	0.08%	295
2013 Q4	$3.32M	Buy	125,381 +23,885	+24%	+$609K	0.09%	281
2013 Q3	$2.54M	Buy	+101,496	New	+$2.35M	0.08%	315

Other funds holding PIZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

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

Janney Montgomery Scott's PIZ Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2026, closing a stake of 23,298 shares — an estimated $1.14M sold.

Janney Montgomery Scott first reported a position in PIZ in Q3 2013 and held it in 44 quarters. The position peaked at $3.7M in Q2 2014. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

Janney Montgomery Scott reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2026 after selling out during the quarter.
Janney Montgomery Scott sold 23,298 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $1.14M.
Janney Montgomery Scott first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2013 and held it in 44 quarters.
Janney Montgomery Scott's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $3.7M in Q2 2014.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.