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

Private Advisory 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	$1.45M	Sell	25,915 -13,070	-34%	-$729K	0.08%	150
2026 Q1	$1.93M	Buy	38,985 +30,110	+339%	+$1.56M	0.13%	125
2025 Q4	$435K	Buy	8,875 +647	+8%	+$31.1K	0.03%	170
2025 Q3	$392K	Sell	8,228 -12,870	-61%	-$596K	0.03%	169
2025 Q2	$969K	Buy	+21,098	New	+$892K	0.09%	132
2018 Q1	–	Sell	-23,154	Closed	-$640K	–	122
2017 Q4	$640K	Buy	+23,154	New	+$633K	0.34%	74
2017 Q3	–	Sell	-19,873	Closed	-$510K	–	130
2017 Q2	$510K	Buy	+19,873	New	+$495K	0.3%	66

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

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

Private Advisory Group reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 34% in Q2 2026, selling an estimated $729K and leaving 25,915 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #150.

Private Advisory Group first reported a position in PIZ in Q2 2017 and has held it in 7 quarters since. The position peaked at $1.93M in Q1 2026. 116 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Private Advisory Group held 25,915 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $1.45M as of Q2 2026.
Private Advisory Group sold 13,070 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $729K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.08% of Private Advisory Group's portfolio in Q2 2026, its #150 holding.
Private Advisory Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2017 and has held it in 7 quarters since.
Private Advisory Group's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.93M in Q1 2026.
116 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.