PFG Investments’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

PFG Investments’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	$1.11M	Buy	19,849 +1,406	+8%	+$78.4K	0.04%	360
2026 Q1	$913K	Buy	18,443 +11,926	+183%	+$618K	0.04%	385
2025 Q4	$319K	Buy	6,517 +93	+1%	+$4.47K	0.02%	778
2025 Q3	$306K	Buy	6,424 +713	+12%	+$33K	0.02%	782
2025 Q2	$262K	Sell	5,711 -808	-12%	-$34.2K	0.02%	792
2025 Q1	$248K	Sell	6,519 -1,425	-18%	-$55K	0.02%	787
2024 Q4	$288K	Sell	7,944 -604	-7%	-$22.6K	0.02%	730
2024 Q3	$324K	Sell	8,548 -360	-4%	-$13K	0.02%	679
2024 Q2	$318K	Sell	8,908 -13	-0.1%	-$450	0.02%	625
2024 Q1	$307K	Sell	8,921 -19,907	-69%	-$655K	0.02%	727
2023 Q4	$916K	Buy	28,828 +20,336	+239%	+$598K	0.17%	140
2023 Q3	$244K	Sell	8,492 -20,564	-71%	-$624K	0.05%	413
2023 Q2	$885K	Sell	29,056 -1,820	-6%	-$54.9K	0.16%	142
2023 Q1	$925K	Buy	+30,876	New	+$905K	0.19%	117

Other funds holding PIZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Investments's PIZ Position: Q2 2026 in Review

PFG Investments increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 7.6% in Q2 2026, buying an estimated $78.4K and bringing the position to 19,849 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #360.

PFG Investments first reported a position in PIZ in Q1 2023 and has held it in 14 quarters since. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

PFG Investments held 19,849 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $1.11M as of Q2 2026.
PFG Investments bought 1,406 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $78.4K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.04% of PFG Investments's portfolio in Q2 2026, its #360 holding.
PFG Investments first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2023 and has held it in 14 quarters since.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.