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 Q3	$2.12K	Hold	40	–	–	﹤0.01%	335
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Realta Investment Advisors's PIZ Position: Q3 2026 in Review

Realta Investment Advisors held its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) position steady in Q3 2026 at 40 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Realta Investment Advisors first reported a position in PIZ in Q4 2019 and has held it in 7 quarters since. The position peaked at $98.2K in Q1 2024. 7 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

Realta Investment Advisors held 40 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $2.12K as of Q3 2026.
Realta Investment Advisors left its Invesco Dorsey Wright Developed Markets Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q3 2026, its #335 holding.
Realta Investment Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2019 and has held it in 7 quarters since.
Realta Investment Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $98.2K in Q1 2024.
7 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.