Raymond James Financial’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Raymond James Financial’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 Q1	$19.2M	Buy	387,094 +122,084	+46%	+$6.33M	0.01%	1504
2025 Q4	$13M	Buy	265,010 +3,149	+1%	+$151K	﹤0.01%	1764
2025 Q3	$12.5M	Sell	261,861 -39,053	-13%	-$1.81M	﹤0.01%	1754
2025 Q2	$13.8M	Buy	300,914 +177,328	+143%	+$7.49M	﹤0.01%	1631
2025 Q1	$4.71M	Sell	123,586 -26,851	-18%	-$1.04M	﹤0.01%	2373
2024 Q4	$5.46M	Buy	+150,437	New	+$5.63M	﹤0.01%	2274

Other funds holding PIZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 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

Raymond James Financial's PIZ Position: Q1 2026 in Review

Raymond James Financial increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 46% in Q1 2026, buying an estimated $6.33M and bringing the position to 387,094 shares worth $19.2M. The position accounts for 0.01% of the portfolio, ranked #1504.

Raymond James Financial first reported a position in PIZ in Q4 2024 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

Raymond James Financial held 387,094 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $19.2M as of Q1 2026.
Raymond James Financial bought 122,084 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $6.33M.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1504 holding.
Raymond James Financial first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2024 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.