MML Investors Services’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

MML Investors Services’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	$2.86M	Buy	57,853 +4,020	+7%	+$208K	0.01%	1116
2025 Q4	$2.64M	Buy	53,833 +9,100	+20%	+$437K	0.01%	1228
2025 Q3	$2.13M	Buy	44,733 +8,549	+24%	+$396K	0.01%	1296
2025 Q2	$1.66M	Buy	+36,184	New	+$1.53M	﹤0.01%	1359
2017 Q3	–	Sell	-176,725	Closed	-$4.54M	–	1361
2017 Q2	$4.54M	Sell	176,725 -648,412	-79%	-$16.1M	0.09%	188
2017 Q1	$18M	Buy	+825,137	New	+$18.6M	0.36%	34

Other funds holding PIZ

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

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

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

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 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

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

MML Investors Services's PIZ Position: Q1 2026 in Review

MML Investors Services increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 7.5% in Q1 2026, buying an estimated $208K and bringing the position to 57,853 shares worth $2.86M. The position accounts for 0.01% of the portfolio, ranked #1116.

MML Investors Services first reported a position in PIZ in Q1 2017 and has held it in 6 quarters since. The position peaked at $18M in Q1 2017. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

MML Investors Services held 57,853 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $2.86M as of Q1 2026.
MML Investors Services bought 4,020 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $208K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1116 holding.
MML Investors Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2017 and has held it in 6 quarters since.
MML Investors Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $18M in Q1 2017.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.