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

Sequoia Financial 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	$309K	Buy	+5,523	New	+$308K	﹤0.01%	1653
2019 Q1	–	Sell	-40,741	Closed	-$936K	–	373
2018 Q4	$936K	Sell	40,741 -1,313	-3%	-$32K	0.11%	106
2018 Q3	$1.15M	Hold	42,054	–	–	0.11%	104
2018 Q2	$1.16M	Buy	42,054 +33,515	+392%	+$941K	0.12%	102
2018 Q1	$238K	Hold	8,539	–	–	0.03%	255
2017 Q4	$236K	Sell	8,539 -1,119	-12%	-$30.6K	0.02%	256
2017 Q3	$261K	Sell	9,658 -50	-0.5%	-$1.32K	0.03%	228
2017 Q2	$249K	Sell	9,708 -189	-2%	-$4.7K	0.03%	234
2017 Q1	$231K	Sell	9,897 -1,650	-14%	-$37.2K	0.03%	240
2016 Q4	$247K	Sell	11,547 -2,859	-20%	-$62.6K	0.04%	230
2016 Q3	$341K	Sell	14,406 -105,767	-88%	-$2.46M	0.06%	153
2016 Q2	$2.73M	Sell	120,173 -2,598	-2%	-$60K	0.76%	31
2016 Q1	$2.83M	Buy	122,771 +9,537	+8%	+$211K	0.91%	26
2015 Q4	$2.68M	Buy	113,234 +31,842	+39%	+$747K	1.08%	18
2015 Q3	$1.83M	Buy	81,392 +15,524	+24%	+$366K	0.79%	25
2015 Q2	$1.57M	Buy	65,868 +37,654	+133%	+$958K	0.66%	25
2015 Q1	$702K	Buy	+28,214	New	+$693K	0.32%	75

Other funds holding PIZ

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

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Sequoia Financial Advisors's PIZ Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2026: 5,523 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #1653 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in PIZ as recently as Q4 2018.

Sequoia Financial Advisors first reported a position in PIZ in Q1 2015 and has held it in 17 quarters since. The position peaked at $2.83M in Q1 2016. 14 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Sequoia Financial Advisors held 5,523 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $309K as of Q2 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF was a new Sequoia Financial Advisors position in Q2 2026.
Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1653 holding.
Sequoia Financial Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2015 and has held it in 17 quarters since.
Sequoia Financial Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2.83M in Q1 2016.
14 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.