MWM
PIZ icon

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

MorganRosel 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
2026
Q1 		$316K Sell
6,381
-8,277
-56% -$429K 0.12% 90
2025
Q4 		$718K Buy
14,658
+179
+1% +$8.61K 0.18% 77
2025
Q3 		$690K Sell
14,479
-434
-3% -$20.1K 0.18% 82
2025
Q2 		$685K Sell
14,913
-96
-0.6% -$4.06K 0.19% 76
2025
Q1 		$572K Sell
15,009
-1,709
-10% -$66K 0.17% 76
2024
Q4 		$607K Sell
16,718
-799
-5% -$29.9K 0.2% 77
2024
Q3 		$664K Sell
17,517
-183
-1% -$6.63K 0.22% 72
2024
Q2 		$632K Sell
17,700
-3,217
-15% -$111K 0.22% 74
2024
Q1 		$721K Sell
20,917
-541
-3% -$17.8K 0.26% 69
2023
Q4 		$682K Sell
21,458
-116
-0.5% -$3.41K 0.26% 63
2023
Q3 		$619K Sell
21,574
-8,748
-29% -$265K 0.26% 64
2023
Q2 		$924K Sell
30,322
-1,288
-4% -$38.9K 0.38% 47
2023
Q1 		$947K Sell
31,610
-31,342
-50% -$919K 0.4% 47
2022
Q4 		$1.73M Sell
62,952
-18,006
-22% -$485K 0.8% 23
2022
Q3 		$1.97M Buy
80,958
+1,849
+2% +$51.4K 0.99% 22
2022
Q2 		$2.19M Sell
79,109
-5,719
-7% -$175K 1.17% 20
2022
Q1 		$2.85M Buy
84,828
+6,517
+8% +$222K 1.38% 18
2021
Q4 		$3.16M Buy
78,311
+1,389
+2% +$54.8K 1.54% 17
2021
Q3 		$2.92M Sell
76,922
-2,296
-3% -$91.9K 1.59% 16
2021
Q2 		$2.99M Buy
79,218
+1,612
+2% +$59.2K 1.68% 16
2021
Q1 		$2.64M Sell
77,606
-27,440
-26% -$935K 1.66% 16
2020
Q4 		$3.55M Sell
105,046
-2,970
-3% -$95.6K 2.5% 10
2020
Q3 		$3.35M Sell
108,016
-1,073
-1% -$32.2K 2.7% 10
2020
Q2 		$3.01M Sell
109,089
-18,844
-15% -$480K 2.79% 10
2020
Q1 		$2.9M Sell
127,933
-2,143
-2% -$58K 3.3% 9
2019
Q4 		$3.75M Sell
130,076
-19
-0% -$522 2.84% 13
2019
Q3 		$3.43M Sell
130,095
-9,256
-7% -$248K 2.82% 13
2019
Q2 		$3.77M Sell
139,351
-5,447
-4% -$144K 3.11% 10
2019
Q1 		$3.74M Sell
144,798
-12,229
-8% -$303K 3.18% 11
2018
Q4 		$3.61M Buy
+157,027
New +$3.83M 3.73% 8

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

MorganRosel Wealth Management's PIZ Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 56% in Q1 2026, selling an estimated $429K and leaving 6,381 shares worth $316K. The position accounts for 0.12% of the portfolio, ranked #90.

MorganRosel Wealth Management first reported a position in PIZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.77M in Q2 2019. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • MorganRosel Wealth Management held 6,381 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $316K as of Q1 2026.
  • MorganRosel Wealth Management sold 8,277 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $429K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.12% of MorganRosel Wealth Management's portfolio in Q1 2026, its #90 holding.
  • MorganRosel Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2018 and has held it in 30 quarters since.
  • MorganRosel Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $3.77M in Q2 2019.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.