NAM
PIZ icon

NorthCrest Asset Manangement’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

NorthCrest Asset Manangement’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
2025
Q1 		– Sell
-5,647
Closed -$205K – 622
2024
Q4 		$205K Buy
+5,647
New +$211K 0.01% 545

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

NorthCrest Asset Manangement's PIZ Position: Q1 2025 in Review

NorthCrest Asset Manangement sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2025, closing a stake of 5,647 shares — an estimated $205K sold.

NorthCrest Asset Manangement first reported a position in PIZ in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 59 funds tracked by Wall St. Rank hold PIZ as of Q1 2025.

  • NorthCrest Asset Manangement reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 5,647 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2025, an estimated $205K.
  • NorthCrest Asset Manangement first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2024 and held it in 1 quarter.
  • NorthCrest Asset Manangement's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $205K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2025.

Based on NorthCrest Asset Manangement's 13F filing for Q1 2025, filed 16 Apr 2025.