PCS
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Private Client Services’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Private Client Services’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 		$277K Hold
4,950
– – 0.07% 186
2026
Q1 		$245K Hold
4,950
– – 0.07% 179
2025
Q4 		$242K Buy
4,950
+550
+13% +$26.4K 0.08% 169
2025
Q3 		$210K Buy
+4,400
New +$204K 0.07% 190

Other funds holding PIZ

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
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Private Client Services's PIZ Position: Q2 2026 in Review

Private Client Services held its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) position steady in Q2 2026 at 4,950 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #186.

Private Client Services first reported a position in PIZ in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Private Client Services held 4,950 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $277K as of Q2 2026.
  • Private Client Services left its Invesco Dorsey Wright Developed Markets Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.07% of Private Client Services's portfolio in Q2 2026, its #186 holding.
  • Private Client Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.