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Park Square Financial Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Park Square Financial Group’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
-280
Closed -$12.9K – 763
2025
Q2 		$12.9K Hold
280
– – 0.01% 547
2025
Q1 		$10.7K Hold
280
– – 0.01% 583
2024
Q4 		$10.2K Buy
+280
New +$10.5K 0.01% 581

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Park Square Financial Group's PIZ Position: Q3 2025 in Review

Park Square Financial Group sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2025, closing a stake of 280 shares — an estimated $12.9K sold.

Park Square Financial Group first reported a position in PIZ in Q4 2024 and held it in 3 quarters. The position peaked at $12.9K in Q2 2025. 79 funds tracked by Wall St. Rank hold PIZ as of Q3 2025.

  • Park Square Financial Group reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 280 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2025, an estimated $12.9K.
  • Park Square Financial Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $12.9K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.