Thurston Springer Miller Herd & Titak’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025 Q3	–	Sell	-651	Closed	-$29.9K	–	1149
2025 Q2	$29.9K	Buy	651 +440	+209%	+$18.6K	﹤0.01%	818
2025 Q1	$8.03K	Hold	211	–	–	﹤0.01%	1173
2024 Q4	$7.66K	Hold	211	–	–	﹤0.01%	946
2024 Q3	$7.99K	Hold	211	–	–	﹤0.01%	1107
2024 Q2	$7.53K	Buy	+211	New	+$7.31K	﹤0.01%	1109

Other funds holding PIZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $284M AUM 17.5% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's PIZ Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2025, closing a stake of 651 shares — an estimated $29.9K sold.

Thurston Springer Miller Herd & Titak first reported a position in PIZ in Q2 2024 and held it in 5 quarters. The position peaked at $29.9K in Q2 2025. 79 funds tracked by Wall St. Rank hold PIZ as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 651 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2025, an estimated $29.9K.
Thurston Springer Miller Herd & Titak first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2024 and held it in 5 quarters.
Thurston Springer Miller Herd & Titak's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $29.9K in Q2 2025.
79 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.