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PIZ icon

&Partners’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

&Partners’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 		$2.04M Buy
41,110
+994
+2% +$51.5K 0.01% 893
2025
Q4 		$1.96M Buy
40,116
+29,476
+277% +$1.42M 0.01% 869
2025
Q3 		$507K Buy
+10,640
New +$493K ﹤0.01% 1430

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
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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
UBS Group
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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

&Partners's PIZ Position: Q1 2026 in Review

&Partners increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 2.5% in Q1 2026, buying an estimated $51.5K and bringing the position to 41,110 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #893.

&Partners first reported a position in PIZ in Q3 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • &Partners held 41,110 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $2.04M as of Q1 2026.
  • &Partners bought 994 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $51.5K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #893 holding.
  • &Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.