Jeff Yass’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Jeff Yass’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	$3.75M	Buy	+67,081	New	+$3.74M	﹤0.01%	5179
2026 Q1	–	Sell	-41,740	Closed	-$2.04M	–	13891
2025 Q4	$2.04M	Buy	+41,740	New	+$2.01M	﹤0.01%	5618
2025 Q3	–	Sell	-79,134	Closed	-$3.64M	–	13552
2025 Q2	$3.64M	Buy	79,134 +68,552	+648%	+$2.9M	﹤0.01%	4583
2025 Q1	$403K	Sell	10,582 -29,053	-73%	-$1.12M	﹤0.01%	9376
2024 Q4	$1.44M	Sell	39,635 -48,758	-55%	-$1.83M	﹤0.01%	6048
2024 Q3	$3.35M	Buy	88,393 +8,843	+11%	+$320K	﹤0.01%	4347
2024 Q2	$2.84M	Buy	79,550 +13,581	+21%	+$470K	﹤0.01%	4421
2024 Q1	$2.27M	Buy	65,969 +26,404	+67%	+$869K	﹤0.01%	5044
2023 Q4	$1.26M	Buy	39,565 +26,122	+194%	+$768K	﹤0.01%	6424
2023 Q3	$385K	Sell	13,443 -1,281	-9%	-$38.9K	﹤0.01%	8817
2023 Q2	$448K	Buy	14,724 +467	+3%	+$14.1K	﹤0.01%	8563
2023 Q1	$427K	Sell	14,257 -10,057	-41%	-$295K	﹤0.01%	8949
2022 Q4	$668K	Sell	24,314 -4,461	-16%	-$120K	﹤0.01%	7136
2022 Q3	$699K	Buy	28,775 +8,893	+45%	+$247K	﹤0.01%	7572
2022 Q2	$549K	Sell	19,882 -59,518	-75%	-$1.82M	﹤0.01%	8038
2022 Q1	$2.67M	Buy	79,400 +34,980	+79%	+$1.19M	﹤0.01%	4849
2021 Q4	$1.78M	Sell	44,420 -44,572	-50%	-$1.76M	﹤0.01%	5776
2021 Q3	$3.36M	Buy	88,992 +39,190	+79%	+$1.57M	﹤0.01%	4717
2021 Q2	$1.87M	Sell	49,802 -10,511	-17%	-$386K	﹤0.01%	6063
2021 Q1	$2.05M	Buy	60,313 +39,203	+186%	+$1.34M	﹤0.01%	5857
2020 Q4	$714K	Sell	21,110 -18,908	-47%	-$609K	﹤0.01%	7497
2020 Q3	$1.24M	Sell	40,018 -44,076	-52%	-$1.32M	﹤0.01%	5602
2020 Q2	$2.32M	Buy	84,094 +10,486	+14%	+$267K	﹤0.01%	4218
2020 Q1	$1.68M	Buy	73,608 +12,120	+20%	+$328K	﹤0.01%	4298
2019 Q4	$1.77M	Sell	61,488 -10,187	-14%	-$280K	﹤0.01%	4526
2019 Q3	$1.89M	Buy	71,675 +28,344	+65%	+$761K	﹤0.01%	4306
2019 Q2	$1.17M	Buy	43,331 +6,333	+17%	+$167K	﹤0.01%	5297
2019 Q1	$957K	Sell	36,998 -81,756	-69%	-$2.03M	﹤0.01%	5123
2018 Q4	$2.73M	Buy	+118,754	New	+$2.9M	﹤0.01%	3067
2018 Q3	–	Sell	-8,650	Closed	-$238K	–	9994
2018 Q2	$238K	Sell	8,650 -3,306	-28%	-$92.9K	﹤0.01%	8280
2018 Q1	$333K	Sell	11,956 -45,373	-79%	-$1.29M	﹤0.01%	7446
2017 Q4	$1.58M	Buy	+57,329	New	+$1.57M	﹤0.01%	4347
2017 Q2	–	Sell	-34,909	Closed	-$814K	–	9665
2017 Q1	$814K	Sell	34,909 -53,645	-61%	-$1.21M	﹤0.01%	5565
2016 Q4	$1.89M	Buy	88,554 +19,749	+29%	+$433K	﹤0.01%	4183
2016 Q3	$1.63M	Buy	68,805 +46,837	+213%	+$1.09M	﹤0.01%	3907
2016 Q2	$499K	Sell	21,968 -30,278	-58%	-$699K	﹤0.01%	6138
2016 Q1	$1.21M	Buy	52,246 +15,421	+42%	+$341K	﹤0.01%	4721
2015 Q4	$876K	Sell	36,825 -123,922	-77%	-$2.91M	﹤0.01%	5681
2015 Q3	$3.61M	Buy	160,747 +25,150	+19%	+$592K	﹤0.01%	3178
2015 Q2	$3.24M	Buy	135,597 +105,464	+350%	+$2.68M	﹤0.01%	3703
2015 Q1	$751K	Sell	30,133 -56,435	-65%	-$1.39M	﹤0.01%	6326
2014 Q4	$2.08M	Sell	86,568 -280,544	-76%	-$6.77M	﹤0.01%	4392
2014 Q3	$8.95M	Buy	367,112 +151,310	+70%	+$3.87M	﹤0.01%	2228
2014 Q2	$5.69M	Buy	215,802 +180,947	+519%	+$4.8M	﹤0.01%	2869
2014 Q1	$939K	Buy	34,855 +24,306	+230%	+$644K	﹤0.01%	5627
2013 Q4	$280K	Sell	10,549 -45,550	-81%	-$1.16M	﹤0.01%	7689
2013 Q3	$1.41M	Sell	56,099 -2,017	-3%	-$46.7K	﹤0.01%	4716
2013 Q2	$1.23M	Buy	+58,116	New	+$1.27M	﹤0.01%	4666

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 $59.8B AUM 29.42% 1-Year Est. Return

Jeff Yass's PIZ Position: Q2 2026 in Review

Jeff Yass opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2026: 67,081 shares worth $3.75M. The stake represents ﹤0.01% of the portfolio and ranks #5179 among its holdings. This is a return to the name: Jeff Yass previously reported a position in PIZ as recently as Q4 2025.

Jeff Yass first reported a position in PIZ in Q2 2013 and has held it in 48 quarters since. The position peaked at $8.95M in Q3 2014. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Jeff Yass held 67,081 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $3.75M as of Q2 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF was a new Jeff Yass position in Q2 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5179 holding.
Jeff Yass first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2013 and has held it in 48 quarters since.
Jeff Yass's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $8.95M in Q3 2014.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.