PFS
PIZ icon

Prospera Financial Services’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Prospera Financial 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 		$4.53M Sell
80,972
-10,547
-12% -$588K 0.07% 305
2026
Q1 		$4.53M Buy
91,519
+50,898
+125% +$2.64M 0.07% 280
2025
Q4 		$1.99M Sell
40,621
-1,213
-3% -$58.3K 0.03% 480
2025
Q3 		$1.99M Sell
41,834
-4,215
-9% -$195K 0.03% 475
2025
Q2 		$2.12M Buy
46,049
+1,435
+3% +$60.7K 0.04% 451
2025
Q1 		$1.7M Buy
44,614
+126
+0.3% +$4.86K 0.04% 423
2024
Q4 		$1.62M Sell
44,488
-1,692
-4% -$63.4K 0.04% 412
2024
Q3 		$1.75M Sell
46,180
-5,948
-11% -$215K 0.04% 364
2024
Q2 		$1.86M Sell
52,128
-6,175
-11% -$214K 0.05% 353
2024
Q1 		$2.01M Sell
58,303
-4,488
-7% -$148K 0.06% 327
2023
Q4 		$1.99M Sell
62,791
-15,666
-20% -$461K 0.07% 304
2023
Q3 		$2.25M Sell
78,457
-314,440
-80% -$9.54M 0.09% 249
2023
Q2 		$12M Sell
392,897
-21,943
-5% -$662K 0.46% 43
2023
Q1 		$12.4M Sell
414,840
-290
-0.1% -$8.5K 0.51% 28
2022
Q4 		$11.4M Buy
415,130
+290,911
+234% +$7.83M 0.57% 26
2022
Q3 		$3.02M Sell
124,219
-6,562
-5% -$182K 0.16% 162
2022
Q2 		$3.61M Buy
130,781
+5,322
+4% +$163K 0.18% 127
2022
Q1 		$4.22M Buy
125,459
+10,321
+9% +$351K 0.18% 131
2021
Q4 		$4.64M Sell
115,138
-1,547
-1% -$61.1K 0.2% 116
2021
Q3 		$4.43M Buy
116,685
+1,022
+0.9% +$40.9K 0.22% 108
2021
Q2 		$4.36M Sell
115,663
-2,198
-2% -$80.7K 0.22% 110
2021
Q1 		$4M Buy
117,861
+5,871
+5% +$200K 0.24% 96
2020
Q4 		$3.78M Buy
111,990
+108,357
+2,983% +$3.49M 0.26% 83
2020
Q3 		$113K Sell
3,633
-113,678
-97% -$3.41M 0.04% 375
2020
Q2 		$3.24M Sell
117,311
-35,561
-23% -$906K 0.29% 86
2020
Q1 		$3.46M Buy
152,872
+4,150
+3% +$112K 0.37% 56
2019
Q4 		$4.28M Buy
148,722
+8,902
+6% +$245K 0.33% 52
2019
Q3 		$3.69M Sell
139,820
-7,149
-5% -$192K 0.38% 45
2019
Q2 		$4M Buy
+146,969
New +$3.89M 0.45% 30
2019
Q1 		– Sell
-81,223
Closed -$1.88M – 415
2018
Q4 		$1.88M Sell
81,223
-3,909
-5% -$95.3K 0.38% 56
2018
Q3 		$2.28M Sell
85,132
-54,207
-39% -$1.51M 0.42% 41
2018
Q2 		$3.82M Buy
139,339
+6,525
+5% +$183K 0.52% 31
2018
Q1 		$3.66M Buy
132,814
+6,041
+5% +$171K 0.51% 31
2017
Q4 		$3.58M Sell
126,773
-3,022
-2% -$82.7K 0.55% 23
2017
Q3 		$3.52M Buy
129,795
+2,234
+2% +$58.9K 0.54% 23
2017
Q2 		$3.23M Buy
127,561
+6,337
+5% +$158K 0.52% 31
2017
Q1 		$2.81M Buy
121,224
+9,955
+9% +$225K 0.51% 42
2016
Q4 		$2.43M Buy
111,269
+996
+0.9% +$21.8K 0.48% 37
2016
Q3 		$2.61M Buy
110,273
+990
+0.9% +$23.1K 0.52% 32
2016
Q2 		$2.48M Sell
109,283
-11,054
-9% -$255K 0.51% 38
2016
Q1 		$2.77M Sell
120,337
-6,701
-5% -$148K 0.62% 27
2015
Q4 		$3.01M Buy
127,038
+7,069
+6% +$166K 0.66% 21
2015
Q3 		$2.69M Sell
119,969
-16,960
-12% -$399K 0.68% 22
2015
Q2 		$3.27M Buy
136,929
+49,209
+56% +$1.25M 0.78% 21
2015
Q1 		$2.18M Buy
87,720
+13,664
+18% +$336K 0.49% 36
2014
Q4 		$1.78M Buy
74,056
+10,586
+17% +$256K 0.44% 39
2014
Q3 		$1.53M Buy
63,470
+3,111
+5% +$79.6K 0.41% 44
2014
Q2 		$1.59M Buy
60,359
+5,054
+9% +$134K 0.43% 48
2014
Q1 		$1.47M Buy
55,305
+5,443
+11% +$144K 0.46% 38
2013
Q4 		$1.32M Buy
49,862
+9,048
+22% +$231K 0.44% 45
2013
Q3 		$1.03M Buy
40,814
+17,015
+71% +$394K 0.39% 57
2013
Q2 		$508K Buy
+23,799
New +$518K 0.24% 97

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
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
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Prospera Financial Services's PIZ Position: Q2 2026 in Review

Prospera Financial Services reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 12% in Q2 2026, selling an estimated $588K and leaving 80,972 shares worth $4.53M. The position accounts for 0.07% of the portfolio, ranked #305.

Prospera Financial Services first reported a position in PIZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.4M in Q1 2023. 14 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Prospera Financial Services held 80,972 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $4.53M as of Q2 2026.
  • Prospera Financial Services sold 10,547 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $588K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.07% of Prospera Financial Services's portfolio in Q2 2026, its #305 holding.
  • Prospera Financial Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2013 and has held it in 52 quarters since.
  • Prospera Financial Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $12.4M in Q1 2023.
  • 14 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.