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

Monument 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 		– Sell
-8,855
Closed -$439K – 279
2026
Q1 		$439K Hold
8,855
– – 0.11% 143
2025
Q4 		$434K Sell
8,855
-6,908
-44% -$332K 0.11% 144
2025
Q3 		$752K Hold
15,763
– – 0.19% 111
2025
Q2 		$724K Sell
15,763
-1,690
-10% -$71.4K 0.19% 108
2025
Q1 		$665K Sell
17,453
-264
-1% -$10.2K 0.2% 101
2024
Q4 		$643K Buy
17,717
+51
+0.3% +$1.91K 0.18% 99
2024
Q3 		$669K Hold
17,666
– – 0.19% 95
2024
Q2 		$631K Sell
17,666
-1,717
-9% -$59.5K 0.19% 94
2024
Q1 		$668K Sell
19,383
-5,794
-23% -$191K 0.19% 100
2023
Q4 		$800K Sell
25,177
-1,602
-6% -$47.1K 0.26% 92
2023
Q3 		$768K Sell
26,779
-2,629
-9% -$79.8K 0.26% 84
2023
Q2 		$896K Sell
29,408
-10,417
-26% -$314K 0.29% 76
2023
Q1 		$1.19M Sell
39,825
-5,791
-13% -$170K 0.4% 69
2022
Q4 		$1.25M Sell
45,616
-9,148
-17% -$246K 0.43% 67
2022
Q3 		$1.33M Sell
54,764
-7,569
-12% -$210K 0.5% 61
2022
Q2 		$1.72M Sell
62,333
-3,375
-5% -$103K 0.65% 48
2022
Q1 		$2.21M Sell
65,708
-4,633
-7% -$157K 0.72% 42
2021
Q4 		$2.83M Buy
70,341
+43
+0.1% +$1.7K 0.88% 34
2021
Q3 		$2.67M Sell
70,298
-1,277
-2% -$51.1K 0.91% 26
2021
Q2 		$2.7M Sell
71,575
-1,287
-2% -$47.2K 0.93% 32
2021
Q1 		$2.47M Sell
72,862
-391
-0.5% -$13.3K 0.99% 37
2020
Q4 		$2.48M Sell
73,253
-1,108
-1% -$35.7K 1.14% 41
2020
Q3 		$2.31M Sell
74,361
-14,311
-16% -$429K 1.22% 35
2020
Q2 		$2.45M Sell
88,672
-10,592
-11% -$270K 1.44% 23
2020
Q1 		$2.25M Buy
99,264
+1,316
+1% +$35.6K 1.62% 23
2019
Q4 		$2.82M Buy
97,948
+756
+0.8% +$20.8K 1.44% 19
2019
Q3 		$2.56M Buy
97,192
+2,027
+2% +$54.4K 1.39% 25
2019
Q2 		$2.58M Sell
95,165
-715
-0.7% -$18.9K 1.39% 25
2019
Q1 		$2.48M Buy
95,880
+109
+0.1% +$2.71K 1.41% 26
2018
Q4 		$2.2M Buy
95,771
+7,160
+8% +$175K 1.37% 28
2018
Q3 		$2.43M Buy
88,611
+8,077
+10% +$225K 1.37% 23
2018
Q2 		$2.21M Buy
+80,534
New +$2.26M 1.54% 14

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Monument Capital Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2026, closing a stake of 8,855 shares — an estimated $439K sold.

Monument Capital Management first reported a position in PIZ in Q2 2018 and held it in 32 quarters. The position peaked at $2.83M in Q4 2021. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Monument Capital Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Monument Capital Management sold 8,855 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $439K.
  • Monument Capital Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2018 and held it in 32 quarters.
  • Monument Capital Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2.83M in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.