Stifel Financial
PIZ icon

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

Stifel Financial’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 		$3.04M Sell
61,308
-2,444
-4% -$127K ﹤0.01% 1658
2025
Q4 		$3.12M Buy
63,752
+8,062
+14% +$388K ﹤0.01% 1615
2025
Q3 		$2.65M Buy
55,690
+27,718
+99% +$1.28M ﹤0.01% 1701
2025
Q2 		$1.29M Buy
27,972
+14,387
+106% +$608K ﹤0.01% 2154
2025
Q1 		$517K Sell
13,585
-805
-6% -$31.1K ﹤0.01% 2660
2024
Q4 		$523K Sell
14,390
-288
-2% -$10.8K ﹤0.01% 2650
2024
Q3 		$556K Sell
14,678
-1,206
-8% -$43.7K ﹤0.01% 2616
2024
Q2 		$567K Sell
15,884
-752
-5% -$26.1K ﹤0.01% 2546
2024
Q1 		$573K Sell
16,636
-98
-0.6% -$3.23K ﹤0.01% 2530
2023
Q4 		$531K Sell
16,734
-635
-4% -$18.7K ﹤0.01% 2533
2023
Q3 		$498K Sell
17,369
-725
-4% -$22K ﹤0.01% 2490
2023
Q2 		$551K Buy
18,094
+370
+2% +$11.2K ﹤0.01% 2459
2023
Q1 		$531K Buy
17,724
+6,171
+53% +$181K ﹤0.01% 2483
2022
Q4 		$317K Buy
11,553
+1,059
+10% +$28.5K ﹤0.01% 2721
2022
Q3 		$255K Sell
10,494
-2,270
-18% -$63.1K ﹤0.01% 2823
2022
Q2 		$353K Sell
12,764
-5,447
-30% -$167K ﹤0.01% 2661
2022
Q1 		$612K Sell
18,211
-302
-2% -$10.3K ﹤0.01% 2460
2021
Q4 		$746K Buy
18,513
+2,582
+16% +$102K ﹤0.01% 2334
2021
Q3 		$605K Sell
15,931
-3,915
-20% -$157K ﹤0.01% 2462
2021
Q2 		$749K Buy
19,846
+2,914
+17% +$107K ﹤0.01% 2320
2021
Q1 		$575K Sell
16,932
-1,560
-8% -$53.1K ﹤0.01% 2392
2020
Q4 		$625K Buy
18,492
+4,061
+28% +$131K ﹤0.01% 2174
2020
Q3 		$448K Sell
14,431
-729
-5% -$21.9K ﹤0.01% 2151
2020
Q2 		$419K Buy
15,160
+1,795
+13% +$45.7K ﹤0.01% 2159
2020
Q1 		$302K Buy
13,365
+818
+7% +$22.1K ﹤0.01% 2184
2019
Q4 		$360K Buy
12,547
+409
+3% +$11.2K ﹤0.01% 2449
2019
Q3 		$321K Buy
12,138
+1,749
+17% +$46.9K ﹤0.01% 2411
2019
Q2 		$282K Buy
10,389
+270
+3% +$7.14K ﹤0.01% 2535
2019
Q1 		$262K Sell
10,119
-3,444
-25% -$85.5K ﹤0.01% 2441
2018
Q4 		$310K Sell
13,563
-342
-2% -$8.34K ﹤0.01% 2209
2018
Q3 		$385K Buy
13,905
+905
+7% +$25.2K ﹤0.01% 2220
2018
Q2 		$360K Buy
13,000
+139
+1% +$3.9K ﹤0.01% 2188
2018
Q1 		$362K Sell
12,861
-1,398
-10% -$39.6K ﹤0.01% 2134
2017
Q4 		$395K Sell
14,259
-2,110
-13% -$57.7K ﹤0.01% 2050
2017
Q3 		$446K Sell
16,369
-2,990
-15% -$78.9K ﹤0.01% 1952
2017
Q2 		$499K Buy
19,359
+4,732
+32% +$118K ﹤0.01% 1876
2017
Q1 		$345K Buy
14,627
+119
+0.8% +$2.69K ﹤0.01% 2022
2016
Q4 		$310K Sell
14,508
-3,740
-20% -$81.9K ﹤0.01% 2021
2016
Q3 		$442K Sell
18,248
-3,774
-17% -$87.9K ﹤0.01% 1783
2016
Q2 		$502K Buy
22,022
+146
+0.7% +$3.37K ﹤0.01% 1753
2016
Q1 		$504K Sell
21,876
-42,893
-66% -$948K ﹤0.01% 1574
2015
Q4 		$1.53M Buy
64,769
+19,133
+42% +$449K 0.01% 1089
2015
Q3 		$1.02M Sell
45,636
-9,621
-17% -$227K 0.01% 1208
2015
Q2 		$1.31M Sell
55,257
-12,209
-18% -$311K 0.01% 1223
2015
Q1 		$1.68M Buy
67,466
+2,157
+3% +$53K 0.01% 1015
2014
Q4 		$1.57M Buy
65,309
+31,117
+91% +$751K 0.01% 1032
2014
Q3 		$834K Sell
34,192
-45,085
-57% -$1.15M 0.01% 1229
2014
Q2 		$2.09M Sell
79,277
-921
-1% -$24.4K 0.02% 762
2014
Q1 		$2.16M Buy
+80,198
New +$2.12M 0.02% 723

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

Stifel Financial's PIZ Position: Q1 2026 in Review

Stifel Financial reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 3.8% in Q1 2026, selling an estimated $127K and leaving 61,308 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Stifel Financial first reported a position in PIZ in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.12M in Q4 2025. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Stifel Financial held 61,308 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $3.04M as of Q1 2026.
  • Stifel Financial sold 2,444 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $127K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1658 holding.
  • Stifel Financial first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $3.12M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.