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Principal Securities’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Principal Securities’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
Q4 		– Sell
-190
Closed -$9.06K – 2922
2025
Q3 		$9.06K Hold
190
– – ﹤0.01% 2757
2025
Q2 		$8.73K Buy
+190
New +$8.03K ﹤0.01% 2665

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Principal Securities's PIZ Position: Q4 2025 in Review

Principal Securities sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2025, closing a stake of 190 shares — an estimated $9.06K sold.

Principal Securities first reported a position in PIZ in Q2 2025 and held it in 2 quarters. The position peaked at $9.06K in Q3 2025. 95 funds tracked by Wall St. Rank hold PIZ as of Q4 2025.

  • Principal Securities reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 190 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2025, an estimated $9.06K.
  • Principal Securities first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $9.06K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.