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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
Q2 		$2.77M Buy
49,478
+8,368
+20% +$467K 0.01% 846
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 $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

&Partners's PIZ Position: Q2 2026 in Review

&Partners increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 20% in Q2 2026, buying an estimated $467K and bringing the position to 49,478 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #846.

&Partners first reported a position in PIZ in Q3 2025 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • &Partners held 49,478 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $2.77M as of Q2 2026.
  • &Partners bought 8,368 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $467K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #846 holding.
  • &Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.