OneDigital Investment Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

OneDigital Investment Advisors’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	$408K	Hold	8,245	–	–	﹤0.01%	1024
2025 Q4	$404K	Hold	8,245	–	–	﹤0.01%	1052
2025 Q3	$393K	Sell	8,245 -129	-2%	-$5.98K	﹤0.01%	1044
2025 Q2	$385K	Hold	8,374	–	–	﹤0.01%	1030
2025 Q1	$319K	Sell	8,374 -1,710	-17%	-$66K	﹤0.01%	1068
2024 Q4	$366K	Sell	10,084 -2,046	-17%	-$76.6K	﹤0.01%	1028
2024 Q3	$460K	Sell	12,130 -212	-2%	-$7.68K	0.01%	970
2024 Q2	$441K	Sell	12,342 -1,448	-11%	-$50.2K	0.01%	959
2024 Q1	$475K	Buy	13,790 +1	+0%	+$33	0.01%	755
2023 Q4	$438K	Sell	13,789 -4,184	-23%	-$123K	0.01%	768
2023 Q3	$515K	Sell	17,973 -4,429	-20%	-$134K	0.01%	632
2023 Q2	$682K	Buy	22,402 +2	+0%	+$60	0.02%	525
2023 Q1	$671K	Buy	22,400 +931	+4%	+$27.3K	0.02%	515
2022 Q4	$590K	Sell	21,469 -146	-0.7%	-$3.93K	0.02%	478
2022 Q3	$525K	Hold	21,615	–	–	0.02%	442
2022 Q2	$597K	Sell	21,615 -2,033	-9%	-$62.3K	0.03%	375
2022 Q1	$795K	Sell	23,648 -5,057	-18%	-$172K	0.03%	326
2021 Q4	$1.16M	Buy	28,705 +300	+1%	+$11.8K	0.04%	255
2021 Q3	$1.08M	Buy	28,405 +1,129	+4%	+$45.2K	0.04%	252
2021 Q2	$1.03M	Buy	27,276 +762	+3%	+$28K	0.04%	247
2021 Q1	$900K	Buy	26,514 +975	+4%	+$33.2K	0.04%	265
2020 Q4	$863K	Buy	+25,539	New	+$822K	0.05%	250
2019 Q1	–	Sell	-64,675	Closed	-$1.49M	–	1177
2018 Q4	$1.49M	Buy	64,675 +63,884	+8,076%	+$1.56M	0.25%	84
2018 Q3	$22K	Buy	791 +5	+0.6%	+$139	0.01%	638
2018 Q2	$22K	Hold	786	–	–	﹤0.01%	781
2018 Q1	$22K	Buy	786 +4	+0.5%	+$113	﹤0.01%	784
2017 Q4	$22K	Sell	782 -1,712	-69%	-$46.8K	﹤0.01%	775
2017 Q3	$67K	Hold	2,494	–	–	0.02%	311
2017 Q2	$64K	Buy	+2,494	New	+$62.1K	0.02%	411

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

OneDigital Investment Advisors's PIZ Position: Q1 2026 in Review

OneDigital Investment Advisors held its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) position steady in Q1 2026 at 8,245 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

OneDigital Investment Advisors first reported a position in PIZ in Q2 2017 and has held it in 29 quarters since. The position peaked at $1.49M in Q4 2018. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

OneDigital Investment Advisors held 8,245 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $408K as of Q1 2026.
OneDigital Investment Advisors left its Invesco Dorsey Wright Developed Markets Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1024 holding.
OneDigital Investment Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2017 and has held it in 29 quarters since.
OneDigital Investment Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.49M in Q4 2018.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.