Systelligence LLC’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Systelligence LLC’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	$18.8M	Buy	335,628 +483	+0.1%	+$26.9K	3.13%	13
2026 Q1	$16.6M	Sell	335,145 -34,004	-9%	-$1.76M	3.23%	6
2025 Q4	$18.1M	Buy	369,149 +9,252	+3%	+$445K	3.44%	7
2025 Q3	$17.2M	Buy	359,897 +118,465	+49%	+$5.49M	3.25%	9
2025 Q2	$11.1M	Sell	241,432 -14,344	-6%	-$606K	2.05%	17
2025 Q1	$9.74M	Buy	+255,776	New	+$9.87M	2.34%	17

Other funds holding PIZ

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

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

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

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

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

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return