LPL Financial
PIZ icon

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

LPL Financial’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 		$33.5M Buy
675,814
+55,700
+9% +$2.89M 0.01% 1115
2025
Q4 		$30.4M Buy
620,114
+139,939
+29% +$6.73M 0.01% 1142
2025
Q3 		$22.9M Buy
480,175
+334,028
+229% +$15.5M 0.01% 1273
2025
Q2 		$6.72M Buy
146,147
+62,880
+76% +$2.66M ﹤0.01% 2070
2025
Q1 		$3.17M Sell
83,267
-17,797
-18% -$687K ﹤0.01% 2522
2024
Q4 		$3.67M Buy
101,064
+72,152
+250% +$2.7M ﹤0.01% 2324
2024
Q3 		$1.1M Buy
28,912
+4,696
+19% +$170K ﹤0.01% 3312
2024
Q2 		$865K Sell
24,216
-2,938
-11% -$102K ﹤0.01% 3394
2024
Q1 		$936K Sell
27,154
-2,141
-7% -$70.4K ﹤0.01% 3238
2023
Q4 		$930K Sell
29,295
-83,535
-74% -$2.46M ﹤0.01% 3103
2023
Q3 		$3.24M Sell
112,830
-11,054
-9% -$335K ﹤0.01% 1895
2023
Q2 		$3.77M Buy
123,884
+84,490
+214% +$2.55M ﹤0.01% 1752
2023
Q1 		$1.18M Sell
39,394
-17,210
-30% -$504K ﹤0.01% 2620
2022
Q4 		$1.55M Sell
56,604
-44,647
-44% -$1.2M ﹤0.01% 2283
2022
Q3 		$2.46M Buy
101,251
+194
+0.2% +$5.39K ﹤0.01% 1825
2022
Q2 		$2.79M Buy
101,057
+1,788
+2% +$54.8K ﹤0.01% 1766
2022
Q1 		$3.34M Sell
99,269
-9,766
-9% -$332K ﹤0.01% 1685
2021
Q4 		$4.39M Sell
109,035
-60,983
-36% -$2.41M ﹤0.01% 1538
2021
Q3 		$6.46M Buy
170,018
+1,285
+0.8% +$51.4K 0.01% 1218
2021
Q2 		$6.36M Buy
168,733
+39,285
+30% +$1.44M 0.01% 1182
2021
Q1 		$4.4M Buy
129,448
+78,421
+154% +$2.67M 0.01% 1315
2020
Q4 		$1.73M Sell
51,027
-31,888
-38% -$1.03M ﹤0.01% 1767
2020
Q3 		$2.57M Buy
82,915
+2,261
+3% +$67.8K ﹤0.01% 1318
2020
Q2 		$2.23M Buy
80,654
+2,823
+4% +$71.9K ﹤0.01% 1293
2020
Q1 		$1.76M Buy
77,831
+40,954
+111% +$1.11M ﹤0.01% 1270
2019
Q4 		$1.06M Buy
36,877
+3,257
+10% +$89.5K ﹤0.01% 1794
2019
Q3 		$887K Sell
33,620
-35
-0.1% -$939 ﹤0.01% 1827
2019
Q2 		$910K Sell
33,655
-223
-0.7% -$5.89K ﹤0.01% 1797
2019
Q1 		$876K Sell
33,878
-132
-0.4% -$3.28K ﹤0.01% 1743
2018
Q4 		$781K Sell
34,010
-4,340
-11% -$106K ﹤0.01% 1712
2018
Q3 		$1.05M Sell
38,350
-17,415
-31% -$485K ﹤0.01% 1642
2018
Q2 		$1.53M Buy
55,765
+3,563
+7% +$100K ﹤0.01% 1318
2018
Q1 		$1.46M Buy
52,202
+7,572
+17% +$215K ﹤0.01% 1330
2017
Q4 		$1.23M Buy
44,630
+6,346
+17% +$174K ﹤0.01% 1374
2017
Q3 		$1.04M Sell
38,284
-2,184
-5% -$57.6K ﹤0.01% 1406
2017
Q2 		$1.04M Sell
40,468
-8,201
-17% -$204K ﹤0.01% 1351
2017
Q1 		$1.13M Sell
48,669
-5,611
-10% -$127K 0.01% 1180
2016
Q4 		$1.17M Sell
54,280
-5,810
-10% -$127K 0.01% 1116
2016
Q3 		$1.42M Sell
60,090
-8,998
-13% -$210K 0.01% 960
2016
Q2 		$1.54M Sell
69,088
-106,054
-61% -$2.45M 0.01% 906
2016
Q1 		$3.97M Sell
175,142
-105,928
-38% -$2.34M 0.01% 827
2015
Q4 		$6.52M Buy
281,070
+83,637
+42% +$1.96M 0.02% 603
2015
Q3 		$4.58M Sell
197,433
-228,044
-54% -$5.37M 0.03% 499
2015
Q2 		$10M Buy
425,477
+93,108
+28% +$2.37M 0.05% 321
2015
Q1 		$8.28M Buy
332,369
+5,530
+2% +$136K 0.04% 351
2014
Q4 		$7.85M Sell
326,839
-84,215
-20% -$2.03M 0.04% 338
2014
Q3 		$9.9M Sell
411,054
-129,283
-24% -$3.31M 0.06% 280
2014
Q2 		$14.2M Sell
540,337
-234,991
-30% -$6.23M 0.08% 216
2014
Q1 		$20.9M Buy
775,328
+102,719
+15% +$2.72M 0.13% 154
2013
Q4 		$17.8M Buy
672,609
+195,016
+41% +$4.97M 0.11% 175
2013
Q3 		$11.8M Buy
477,593
+126,656
+36% +$2.93M 0.08% 227
2013
Q2 		$7.41M Buy
+350,937
New +$7.64M 0.05% 289

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial's PIZ Position: Q1 2026 in Review

LPL Financial increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 9% in Q1 2026, buying an estimated $2.89M and bringing the position to 675,814 shares worth $33.5M. The position accounts for 0.01% of the portfolio, ranked #1115.

LPL Financial first reported a position in PIZ in Q2 2013 and has held it in 52 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • LPL Financial held 675,814 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $33.5M as of Q1 2026.
  • LPL Financial bought 55,700 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $2.89M.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1115 holding.
  • LPL Financial first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2013 and has held it in 52 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.