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

Nicholson Wealth Management Group’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	$451K	Buy	8,073 +421	+6%	+$23.5K	0.27%	88
2026 Q1	$379K	Buy	+7,652	New	+$397K	0.22%	94

Other funds holding PIZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nicholson Wealth Management Group's PIZ Position: Q2 2026 in Review

Nicholson Wealth Management Group increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 5.5% in Q2 2026, buying an estimated $23.5K and bringing the position to 8,073 shares worth $451K. The position accounts for 0.27% of the portfolio, ranked #88.

Nicholson Wealth Management Group first reported a position in PIZ in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Nicholson Wealth Management Group held 8,073 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $451K as of Q2 2026.
Nicholson Wealth Management Group bought 421 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $23.5K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.27% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #88 holding.
Nicholson Wealth Management Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2026 and has held it in 2 quarters since.
116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.