Redstone Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Redstone Wealth Management’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	$4.74M	Buy	84,712 +20,136	+31%	+$1.12M	3.09%	9
2026 Q1	$3.2M	Buy	+64,576	New	+$3.35M	2.55%	12

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

Redstone Wealth Management's PIZ Position: Q2 2026 in Review

Redstone Wealth Management increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 31% in Q2 2026, buying an estimated $1.12M and bringing the position to 84,712 shares worth $4.74M. The position accounts for 3.09% of the portfolio, ranked #9.

Redstone Wealth Management first reported a position in PIZ in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Redstone Wealth Management held 84,712 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $4.74M as of Q2 2026.
Redstone Wealth Management bought 20,136 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $1.12M.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 3.09% of Redstone Wealth Management's portfolio in Q2 2026, its #9 holding.
Redstone Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2026 and has held it in 2 quarters since.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Redstone Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.