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NWF Advisory Services’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

NWF Advisory Services’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
Q3 		– Sell
-60,549
Closed -$2.78M – 448
2025
Q2 		$2.78M Buy
+60,549
New +$2.56M 0.33% 65

Other funds holding PIZ

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

NWF Advisory Services's PIZ Position: Q3 2025 in Review

NWF Advisory Services sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2025, closing a stake of 60,549 shares — an estimated $2.78M sold.

NWF Advisory Services first reported a position in PIZ in Q2 2025 and held it in 1 quarter. The position peaked at $2.78M in Q2 2025. 79 funds tracked by Wall St. Rank hold PIZ as of Q3 2025.

  • NWF Advisory Services reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • NWF Advisory Services sold 60,549 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2025, an estimated $2.78M.
  • NWF Advisory Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2025 and held it in 1 quarter.
  • NWF Advisory Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2.78M in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2025.

Based on NWF Advisory Services's 13F filing for Q3 2025, filed 31 Oct 2025.