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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
Q2 		$444K Sell
7,945
-300
-4% -$16.7K ﹤0.01% 1089
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OneDigital Investment Advisors's PIZ Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 3.6% in Q2 2026, selling an estimated $16.7K and leaving 7,945 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

OneDigital Investment Advisors first reported a position in PIZ in Q2 2017 and has held it in 30 quarters since. The position peaked at $1.49M in Q4 2018. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • OneDigital Investment Advisors held 7,945 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $444K as of Q2 2026.
  • OneDigital Investment Advisors sold 300 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $16.7K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1089 holding.
  • OneDigital Investment Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2017 and has held it in 30 quarters since.
  • OneDigital Investment Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.49M in Q4 2018.
  • 117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.