Private Advisor Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Private Advisor Group’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	$347K	Buy	+6,217	New	+$347K	﹤0.01%	2022
2022 Q2	–	Sell	-17,510	Closed	-$589K	–	2214
2022 Q1	$589K	Buy	17,510 +3,756	+27%	+$128K	﹤0.01%	1344
2021 Q4	$554K	Buy	+13,754	New	+$543K	﹤0.01%	1399
2020 Q3	–	Sell	-1,554	Closed	-$43K	–	2915
2020 Q2	$43K	Buy	+1,554	New	+$39.6K	﹤0.01%	2181
2014 Q4	–	Sell	-2,405	Closed	-$59K	–	1201
2014 Q3	$59K	Buy	+2,405	New	+$61.5K	﹤0.01%	1034
2014 Q1	–	Sell	-53,333	Closed	-$1.41M	–	830
2013 Q4	$1.41M	Buy	+53,333	New	+$1.36M	0.16%	154

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

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 $67.3B AUM 21.9% 1-Year Est. Return

Private Advisor Group's PIZ Position: Q2 2026 in Review

Private Advisor Group opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2026: 6,217 shares worth $347K. The stake represents ﹤0.01% of the portfolio and ranks #2022 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in PIZ as recently as Q1 2022.

Private Advisor Group first reported a position in PIZ in Q4 2013 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2013. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Private Advisor Group held 6,217 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $347K as of Q2 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF was a new Private Advisor Group position in Q2 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2022 holding.
Private Advisor Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2013 and has held it in 6 quarters since.
Private Advisor Group's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.41M in Q4 2013.
116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.