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Ross\Johnson & Associates’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Ross\Johnson & Associates’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
Q2 		– Sell
-952
Closed -$36.3K – 310
2025
Q1 		$36.3K Buy
+952
New +$36.7K 0.62% 26

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Ross\Johnson & Associates's PIZ Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2025, closing a stake of 952 shares — an estimated $36.3K sold.

Ross\Johnson & Associates first reported a position in PIZ in Q1 2025 and held it in 1 quarter. The position peaked at $36.3K in Q1 2025. 71 funds tracked by Wall St. Rank hold PIZ as of Q2 2025.

  • Ross\Johnson & Associates reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 952 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2025, an estimated $36.3K.
  • Ross\Johnson & Associates first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $36.3K in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2025.

Based on Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.