Realta Investment Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Realta Investment Advisors’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	$2.24K	Hold	40	–	–	﹤0.01%	357
2026 Q1	$1.98K	Hold	40	–	–	﹤0.01%	343
2025 Q4	$1.96K	Buy	+40	New	+$1.92K	﹤0.01%	328
2024 Q3	–	Sell	-125	Closed	-$4.46K	–	653
2024 Q2	$4.46K	Sell	125 -2,725	-96%	-$94.4K	﹤0.01%	728
2024 Q1	$98.2K	Buy	+2,850	New	+$93.8K	0.02%	483
2020 Q1	–	Sell	-2,150	Closed	-$60K	–	1088
2019 Q4	$60K	Buy	+2,150	New	+$59.1K	0.02%	630

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

Realta Investment Advisors's PIZ Position: Q2 2026 in Review

Realta Investment Advisors held its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) position steady in Q2 2026 at 40 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Realta Investment Advisors first reported a position in PIZ in Q4 2019 and has held it in 6 quarters since. The position peaked at $98.2K in Q1 2024. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Realta Investment Advisors held 40 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $2.24K as of Q2 2026.
Realta Investment Advisors left its Invesco Dorsey Wright Developed Markets Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #357 holding.
Realta Investment Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2019 and has held it in 6 quarters since.
Realta Investment Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $98.2K in Q1 2024.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.