Osaic Holdings
PIZ icon

Osaic Holdings’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Osaic Holdings’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 		$4.58M Buy
81,777
+57,238
+233% +$3.19M 0.01% 1598
2026
Q1 		$1.22M Sell
24,539
-19,239
-44% -$997K ﹤0.01% 2518
2025
Q4 		$2.14M Buy
43,778
+5,689
+15% +$273K ﹤0.01% 2033
2025
Q3 		$1.77M Buy
38,089
+27,477
+259% +$1.27M ﹤0.01% 2282
2025
Q2 		$488K Sell
10,612
-5,604
-35% -$237K ﹤0.01% 3158
2025
Q1 		$618K Buy
16,216
+168
+1% +$6.48K ﹤0.01% 2678
2024
Q4 		$583K Buy
16,048
+9,328
+139% +$349K ﹤0.01% 2647
2024
Q3 		$255K Sell
6,720
-3,562
-35% -$129K ﹤0.01% 3464
2024
Q2 		$367K Buy
10,282
+3,426
+50% +$119K ﹤0.01% 3028
2024
Q1 		$236K Sell
6,856
-895
-12% -$29.4K ﹤0.01% 3544
2023
Q4 		$246K Sell
7,751
-5,311
-41% -$156K ﹤0.01% 3751
2023
Q3 		$375K Buy
13,062
+2,910
+29% +$88.3K ﹤0.01% 3497
2023
Q2 		$309K Sell
10,152
-115
-1% -$3.47K ﹤0.01% 3558
2023
Q1 		$308K Sell
10,267
-431
-4% -$12.6K ﹤0.01% 3526
2022
Q4 		$294K Buy
10,698
+994
+10% +$26.8K ﹤0.01% 3530
2022
Q3 		$237K Sell
9,704
-777
-7% -$21.6K ﹤0.01% 3588
2022
Q2 		$289K Sell
10,481
-340
-3% -$10.4K ﹤0.01% 3451
2022
Q1 		$365K Sell
10,821
-30
-0.3% -$1.02K ﹤0.01% 3525
2021
Q4 		$438K Sell
10,851
-6,411
-37% -$253K ﹤0.01% 3193
2021
Q3 		$656K Sell
17,262
-27,732
-62% -$1.11M ﹤0.01% 2747
2021
Q2 		$1.7M Buy
44,994
+33,445
+290% +$1.23M ﹤0.01% 1864
2021
Q1 		$392K Sell
11,549
-3,115
-21% -$106K ﹤0.01% 3129
2020
Q4 		$495K Buy
14,664
+2,248
+18% +$72.4K ﹤0.01% 2644
2020
Q3 		$384K Sell
12,416
-834
-6% -$25K ﹤0.01% 2674
2020
Q2 		$366K Sell
13,250
-2,014
-13% -$51.3K ﹤0.01% 2609
2020
Q1 		$346K Buy
+15,264
New +$413K ﹤0.01% 2401

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

Osaic Holdings's PIZ Position: Q2 2026 in Review

Osaic Holdings increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 233% in Q2 2026, buying an estimated $3.19M and bringing the position to 81,777 shares worth $4.58M. The position accounts for 0.01% of the portfolio, ranked #1598.

Osaic Holdings first reported a position in PIZ in Q1 2020 and has held it in 26 quarters since. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Osaic Holdings held 81,777 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $4.58M as of Q2 2026.
  • Osaic Holdings bought 57,238 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $3.19M.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1598 holding.
  • Osaic Holdings first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2020 and has held it in 26 quarters since.
  • 117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.