Kestra Advisory Services’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Kestra Advisory Services’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	$306K	Buy	5,468 +233	+4%	+$13K	﹤0.01%	2749
2026 Q1	$259K	Buy	5,235 +3,253	+164%	+$169K	﹤0.01%	2752
2025 Q4	$97.1K	Buy	+1,982	New	+$95.3K	﹤0.01%	3450

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

Kestra Advisory Services's PIZ Position: Q2 2026 in Review

Kestra Advisory Services increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 4.5% in Q2 2026, buying an estimated $13K and bringing the position to 5,468 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #2749.

Kestra Advisory Services first reported a position in PIZ in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Kestra Advisory Services held 5,468 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $306K as of Q2 2026.
Kestra Advisory Services bought 233 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $13K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2749 holding.
Kestra Advisory Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2025 and has held it in 3 quarters since.
116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.