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

Mainstay 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
2026 Q2	$364K	Sell	6,507 -51	-0.8%	-$2.85K	0.03%	105
2026 Q1	$325K	Buy	6,558 +1,631	+33%	+$84.5K	0.03%	116
2025 Q4	$241K	Buy	4,927 +372	+8%	+$17.9K	0.02%	115
2025 Q3	$217K	Sell	4,555 -4,555	-50%	-$211K	0.02%	117
2025 Q2	$419K	Buy	+9,110	New	+$385K	0.02%	111

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

Mainstay Capital Management's PIZ Position: Q2 2026 in Review

Mainstay Capital Management reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 0.78% in Q2 2026, selling an estimated $2.85K and leaving 6,507 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #105.

Mainstay Capital Management first reported a position in PIZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $419K in Q2 2025. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Mainstay Capital Management held 6,507 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $364K as of Q2 2026.
Mainstay Capital Management sold 51 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $2.85K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.03% of Mainstay Capital Management's portfolio in Q2 2026, its #105 holding.
Mainstay Capital Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2025 and has held it in 5 quarters since.
Mainstay Capital Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $419K in Q2 2025.
116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Mainstay Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.