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Petra Financial Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Petra Financial 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 		$774K Buy
13,853
+96
+0.7% +$5.36K 0.36% 75
2026
Q1 		$681K Buy
+13,757
New +$713K 0.42% 68

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

Petra Financial Advisors's PIZ Position: Q2 2026 in Review

Petra Financial Advisors increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 0.7% in Q2 2026, buying an estimated $5.36K and bringing the position to 13,853 shares worth $774K. The position accounts for 0.36% of the portfolio, ranked #75.

Petra Financial Advisors first reported a position in PIZ in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Petra Financial Advisors held 13,853 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $774K as of Q2 2026.
  • Petra Financial Advisors bought 96 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $5.36K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.36% of Petra Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Petra Financial Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.