NBC Securities’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

NBC Securities’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	$4.87M	Buy	98,272 +56,046	+133%	+$2.9M	0.37%	52
2025 Q4	$2.07M	Sell	42,226 -115	-0.3%	-$5.53K	0.16%	149
2025 Q3	$2.02M	Buy	42,341 +42,100	+17,469%	+$1.95M	0.16%	147
2025 Q2	$11K	Hold	241	–	–	﹤0.01%	1925
2025 Q1	$9K	Buy	+241	New	+$9.3K	﹤0.01%	1758
2024 Q4	–	Sell	-241	Closed	-$9K	–	1850
2024 Q3	$9K	Sell	241 -637	-73%	-$23.1K	﹤0.01%	1776
2024 Q2	$31K	Hold	878	–	–	﹤0.01%	1287
2024 Q1	$31K	Hold	878	–	–	﹤0.01%	1302
2023 Q4	$27K	Sell	878 -1	-0.1%	-$29	﹤0.01%	1352
2023 Q3	$25K	Buy	+879	New	+$26.7K	﹤0.01%	1359

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

NBC Securities's PIZ Position: Q1 2026 in Review

NBC Securities increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 133% in Q1 2026, buying an estimated $2.9M and bringing the position to 98,272 shares worth $4.87M. The position accounts for 0.37% of the portfolio, ranked #52.

NBC Securities first reported a position in PIZ in Q3 2023 and has held it in 10 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

NBC Securities held 98,272 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $4.87M as of Q1 2026.
NBC Securities bought 56,046 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $2.9M.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.37% of NBC Securities's portfolio in Q1 2026, its #52 holding.
NBC Securities first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2023 and has held it in 10 quarters since.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.