Key Financial Inc’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Key Financial Inc’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	$20.1K	Hold	406	–	–	﹤0.01%	727
2025 Q4	$19.9K	Hold	406	–	–	﹤0.01%	720
2025 Q3	$19.4K	Hold	406	–	–	﹤0.01%	714
2025 Q2	$18.7K	Hold	406	–	–	﹤0.01%	708
2025 Q1	$15.5K	Hold	406	–	–	﹤0.01%	726
2024 Q4	$14.7K	Hold	406	–	–	﹤0.01%	732
2024 Q3	$15.4K	Hold	406	–	–	﹤0.01%	698
2024 Q2	$14.5K	Hold	406	–	–	﹤0.01%	697
2024 Q1	$14K	Hold	406	–	–	﹤0.01%	680
2023 Q4	$12.9K	Hold	406	–	–	﹤0.01%	675
2023 Q3	$11.6K	Hold	406	–	–	﹤0.01%	676
2023 Q2	$12.4K	Hold	406	–	–	﹤0.01%	675
2023 Q1	$12.2K	Hold	406	–	–	﹤0.01%	634
2022 Q4	$9.86K	Hold	406	–	–	﹤0.01%	631
2022 Q3	$10K	Hold	406	–	–	﹤0.01%	636
2022 Q2	$11K	Hold	406	–	–	0.01%	613
2022 Q1	$14K	Hold	406	–	–	0.01%	557
2021 Q4	$16K	Buy	+406	New	+$16K	0.01%	521

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

Key Financial Inc's PIZ Position: Q1 2026 in Review

Key Financial Inc held its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) position steady in Q1 2026 at 406 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Key Financial Inc first reported a position in PIZ in Q4 2021 and has held it in 18 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

Key Financial Inc held 406 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $20.1K as of Q1 2026.
Key Financial Inc left its Invesco Dorsey Wright Developed Markets Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #727 holding.
Key Financial Inc first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2021 and has held it in 18 quarters since.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.