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

RiverTree 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	$859K	Sell	15,374 -5,497	-26%	-$307K	0.51%	45
2026 Q1	$1.03M	Sell	20,871 -6,527	-24%	-$338K	0.65%	39
2025 Q4	$1.34M	Sell	27,398 -640	-2%	-$30.8K	0.86%	33
2025 Q3	$1.34M	Buy	+28,038	New	+$1.3M	0.86%	33

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

RiverTree Advisors's PIZ Position: Q2 2026 in Review

RiverTree Advisors reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 26% in Q2 2026, selling an estimated $307K and leaving 15,374 shares worth $859K. The position accounts for 0.51% of the portfolio, ranked #45.

RiverTree Advisors first reported a position in PIZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q4 2025. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

RiverTree Advisors held 15,374 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $859K as of Q2 2026.
RiverTree Advisors sold 5,497 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $307K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.51% of RiverTree Advisors's portfolio in Q2 2026, its #45 holding.
RiverTree Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2025 and has held it in 4 quarters since.
RiverTree Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.34M in Q4 2025.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on RiverTree Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.