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Steward Partners Investment Advisory’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$510K Buy
10,295
+6,757
+191% +$350K ﹤0.01% 1519
2025
Q4 		$173K Buy
3,538
+222
+7% +$10.7K ﹤0.01% 1989
2025
Q3 		$158K Buy
3,316
+110
+3% +$5.1K ﹤0.01% 1978
2025
Q2 		$147K Sell
3,206
-852
-21% -$36K ﹤0.01% 1901
2025
Q1 		$155K Sell
4,058
-413
-9% -$15.9K ﹤0.01% 1773
2024
Q4 		$162K Buy
4,471
+392
+10% +$14.7K ﹤0.01% 1727
2024
Q3 		$155K Sell
4,079
-97
-2% -$3.51K ﹤0.01% 1655
2024
Q2 		$149K Sell
4,176
-681
-14% -$23.6K ﹤0.01% 1585
2024
Q1 		$167K Buy
4,857
+4,117
+556% +$135K ﹤0.01% 1517
2023
Q4 		$23.5K Hold
740
– – ﹤0.01% 2334
2023
Q3 		$21.2K Hold
740
– – ﹤0.01% 2277
2023
Q2 		$22.5K Hold
740
– – ﹤0.01% 2232
2023
Q1 		$22.2K Hold
740
– – ﹤0.01% 2205
2022
Q4 		$20.3K Hold
740
– – ﹤0.01% 2226
2022
Q3 		$18K Hold
740
– – ﹤0.01% 2272
2022
Q2 		$20K Sell
740
-1,518
-67% -$46.5K ﹤0.01% 2227
2022
Q1 		$76K Hold
2,258
– – ﹤0.01% 1717
2021
Q4 		$91K Hold
2,258
– – ﹤0.01% 1638
2021
Q3 		$86K Hold
2,258
– – ﹤0.01% 1619
2021
Q2 		$85K Hold
2,258
– – ﹤0.01% 2479
2021
Q1 		$76.7K Hold
2,258
– – ﹤0.01% 1764
2020
Q4 		$76K Sell
2,258
-160
-7% -$5.15K ﹤0.01% 1479
2020
Q3 		$75K Hold
2,418
– – ﹤0.01% 1333
2020
Q2 		$67K Sell
2,418
-100
-4% -$2.55K ﹤0.01% 1297
2020
Q1 		$57K Hold
2,518
– – ﹤0.01% 1212
2019
Q4 		$72K Hold
2,518
– – ﹤0.01% 1253
2019
Q3 		$66K Hold
2,518
– – ﹤0.01% 1244
2019
Q2 		$68K Buy
+2,518
New +$66.6K ﹤0.01% 1214
2018
Q4 		– Sell
-4,893
Closed -$134K – 1757
2018
Q3 		$134K Buy
4,893
+1,075
+28% +$29.9K 0.01% 834
2018
Q2 		$105K Buy
3,818
+800
+27% +$22.5K 0.01% 829
2018
Q1 		$84K Hold
3,018
– – 0.01% 826
2017
Q4 		$83K Buy
3,018
+1,500
+99% +$41K 0.01% 686
2017
Q3 		$41K Hold
1,518
– – ﹤0.01% 744
2017
Q2 		$38K Hold
1,518
– – ﹤0.01% 690
2017
Q1 		$35K Hold
1,518
– – 0.01% 626
2016
Q4 		$32K Buy
+1,518
New +$33.3K 0.01% 387

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
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFS
Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Steward Partners Investment Advisory's PIZ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 191% in Q1 2026, buying an estimated $350K and bringing the position to 10,295 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Steward Partners Investment Advisory first reported a position in PIZ in Q4 2016 and has held it in 36 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Steward Partners Investment Advisory held 10,295 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $510K as of Q1 2026.
  • Steward Partners Investment Advisory bought 6,757 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $350K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1519 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2016 and has held it in 36 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.