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

Refined 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
2025
Q1 		– Sell
-29,834
Closed -$1.08M – 28
2024
Q4 		$1.08M Sell
29,834
-105
-0.4% -$3.93K 0.82% 16
2024
Q3 		$1.13M Buy
29,939
+41
+0.1% +$1.49K 0.87% 16
2024
Q2 		$1.07M Sell
29,898
-408
-1% -$14.1K 0.82% 16
2024
Q1 		$1.04M Sell
30,306
-45,157
-60% -$1.49M 0.74% 18
2023
Q4 		$2.4M Buy
75,463
+4,610
+7% +$136K 1.87% 15
2023
Q3 		$2.03M Buy
70,853
+644
+0.9% +$19.5K 1.82% 15
2023
Q2 		$2.14M Buy
70,209
+2,934
+4% +$88.5K 1.76% 15
2023
Q1 		$2.02M Buy
67,275
+240
+0.4% +$7.04K 1.78% 15
2022
Q4 		$1.84M Buy
67,035
+4,029
+6% +$108K 1.61% 15
2022
Q3 		$1.53M Sell
63,006
-288
-0.5% -$8K 1.38% 16
2022
Q2 		$1.75M Buy
63,294
+5,763
+10% +$177K 1.56% 15
2022
Q1 		$1.93M Buy
+57,531
New +$1.96M 1.63% 14

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

Refined Wealth Management's PIZ Position: Q1 2025 in Review

Refined Wealth Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2025, closing a stake of 29,834 shares — an estimated $1.08M sold.

Refined Wealth Management first reported a position in PIZ in Q1 2022 and held it in 12 quarters. The position peaked at $2.4M in Q4 2023. 59 funds tracked by Wall St. Rank hold PIZ as of Q1 2025.

  • Refined Wealth Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Refined Wealth Management sold 29,834 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2025, an estimated $1.08M.
  • Refined Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2022 and held it in 12 quarters.
  • Refined Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2.4M in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2025.

Based on Refined Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.