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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Systelligence LLC's PIZ Position: Q2 2026 in Review

Systelligence LLC increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 0.14% in Q2 2026, buying an estimated $26.9K and bringing the position to 335,628 shares worth $18.8M. The position accounts for 3.13% of the portfolio, ranked #13.

Systelligence LLC first reported a position in PIZ in Q1 2025 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

Systelligence LLC held 335,628 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $18.8M as of Q2 2026.
Systelligence LLC bought 483 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $26.9K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 3.13% of Systelligence LLC's portfolio in Q2 2026, its #13 holding.
Systelligence LLC first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2025 and has held it in 6 quarters since.
117 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Systelligence LLC's 13F filing for Q2 2026, filed 14 Jul 2026.