MWM
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MGB Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

MGB Wealth 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
Q2 		– Sell
-125
Closed -$4.78K – 318
2025
Q1 		$4.78K Buy
+125
New +$4.82K ﹤0.01% 287

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

MGB Wealth Management's PIZ Position: Q2 2025 in Review

MGB Wealth Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2025, closing a stake of 125 shares — an estimated $4.78K sold.

MGB Wealth Management first reported a position in PIZ in Q1 2025 and held it in 1 quarter. The position peaked at $4.78K in Q1 2025. 71 funds tracked by Wall St. Rank hold PIZ as of Q2 2025.

  • MGB Wealth Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • MGB Wealth Management sold 125 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2025, an estimated $4.78K.
  • MGB Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2025 and held it in 1 quarter.
  • MGB Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $4.78K in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2025.

Based on MGB Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.