Mercer Global Advisors
PIZ icon

Mercer Global Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Mercer Global Advisors’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 		$325K Sell
6,573
-100
-1% -$5.18K ﹤0.01% 2353
2025
Q4 		$327K Buy
6,673
+328
+5% +$15.8K ﹤0.01% 2163
2025
Q3 		$302K Sell
6,345
-628
-9% -$29.1K ﹤0.01% 2080
2025
Q2 		$320K Sell
6,973
-59
-0.8% -$2.49K ﹤0.01% 1816
2025
Q1 		$268K Sell
7,032
-4,070
-37% -$157K ﹤0.01% 1825
2024
Q4 		$403K Buy
11,102
+1,457
+15% +$54.6K ﹤0.01% 1571
2024
Q3 		$364K Buy
9,645
+16
+0.2% +$579 ﹤0.01% 1524
2024
Q2 		$344K Sell
9,629
-128
-1% -$4.43K ﹤0.01% 1510
2024
Q1 		$336K Sell
9,757
-2,440
-20% -$80.3K ﹤0.01% 1499
2023
Q4 		$387K Sell
12,197
-380
-3% -$11.2K ﹤0.01% 1476
2023
Q3 		$361K Buy
12,577
+132
+1% +$4K ﹤0.01% 1415
2023
Q2 		$379K Sell
12,445
-219
-2% -$6.61K ﹤0.01% 1374
2023
Q1 		$379K Sell
12,664
-185
-1% -$5.42K ﹤0.01% 1360
2022
Q4 		$353K Sell
12,849
-1,633
-11% -$44K ﹤0.01% 1410
2022
Q3 		$352K Buy
14,482
+172
+1% +$4.78K ﹤0.01% 1324
2022
Q2 		$395K Sell
14,310
-119
-0.8% -$3.65K ﹤0.01% 1279
2022
Q1 		$485K Sell
14,429
-20
-0.1% -$680 ﹤0.01% 1249
2021
Q4 		$582K Sell
14,449
-321
-2% -$12.7K ﹤0.01% 1136
2021
Q3 		$561K Sell
14,770
-1,219
-8% -$48.8K ﹤0.01% 1115
2021
Q2 		$603K Sell
15,989
-465
-3% -$17.1K ﹤0.01% 1058
2021
Q1 		$559K Sell
16,454
-2,932
-15% -$99.9K 0.01% 1034
2020
Q4 		$655K Sell
19,386
-636
-3% -$20.5K 0.01% 766
2020
Q3 		$621K Sell
20,022
-1,952
-9% -$58.6K 0.01% 706
2020
Q2 		$607K Sell
21,974
-3,153
-13% -$80.4K 0.01% 617
2020
Q1 		$569K Buy
25,127
+4,131
+20% +$112K 0.01% 627
2019
Q4 		$605K Sell
20,996
-5,110
-20% -$140K 0.01% 671
2019
Q3 		$688K Sell
26,106
-751
-3% -$20.2K 0.02% 590
2019
Q2 		$726K Sell
26,857
-1,236
-4% -$32.7K 0.02% 561
2019
Q1 		$726K Buy
+28,093
New +$697K 0.03% 507

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Mercer Global Advisors's PIZ Position: Q1 2026 in Review

Mercer Global Advisors reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 1.5% in Q1 2026, selling an estimated $5.18K and leaving 6,573 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

Mercer Global Advisors first reported a position in PIZ in Q1 2019 and has held it in 29 quarters since. The position peaked at $726K in Q2 2019. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Mercer Global Advisors held 6,573 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $325K as of Q1 2026.
  • Mercer Global Advisors sold 100 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $5.18K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2353 holding.
  • Mercer Global Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $726K in Q2 2019.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.