Lunt Capital Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Lunt Capital Management’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
2025 Q1	–	Sell	-8,079	Closed	-$293K	–	89
2024 Q4	$293K	Buy	+8,079	New	+$303K	0.11%	71
2024 Q3	–	Sell	-17,824	Closed	-$636K	–	96
2024 Q2	$636K	Sell	17,824 -26	-0.1%	-$901	0.31%	48
2024 Q1	$615K	Buy	17,850 +357	+2%	+$11.7K	0.31%	54
2023 Q4	$556K	Buy	17,493 +6,549	+60%	+$193K	0.29%	59
2023 Q3	$314K	Buy	+10,944	New	+$332K	0.17%	62

Other funds holding PIZ

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

Lunt Capital Management's PIZ Position: Q1 2025 in Review

Lunt Capital Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2025, closing a stake of 8,079 shares — an estimated $293K sold.

Lunt Capital Management first reported a position in PIZ in Q3 2023 and held it in 5 quarters. The position peaked at $636K in Q2 2024. 59 funds tracked by Wall St. Rank hold PIZ as of Q1 2025.

Lunt Capital Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2025 after selling out during the quarter.
Lunt Capital Management sold 8,079 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2025, an estimated $293K.
Lunt Capital Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2023 and held it in 5 quarters.
Lunt Capital Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $636K in Q2 2024.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2025.

Based on Lunt Capital Management's 13F filing for Q1 2025, filed 5 May 2025.