VIPI
PIZ icon

Vista Investment Partners II’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Vista Investment Partners II’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 		$1.8M Buy
32,122
+25,643
+396% +$1.43M 0.7% 50
2026
Q1 		$321K Sell
6,479
-34,419
-84% -$1.78M 0.14% 117
2025
Q4 		$2M Buy
40,898
+1,861
+5% +$89.5K 0.86% 48
2025
Q3 		$1.86M Buy
+39,037
New +$1.81M 0.87% 46

Other funds holding PIZ

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GWM
Greenline Wealth Management Boca Raton, Florida $122M AUM
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Vista Investment Partners II's PIZ Position: Q2 2026 in Review

Vista Investment Partners II increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 396% in Q2 2026, buying an estimated $1.43M and bringing the position to 32,122 shares worth $1.8M. The position accounts for 0.7% of the portfolio, ranked #50.

Vista Investment Partners II first reported a position in PIZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $2M in Q4 2025. 42 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Vista Investment Partners II held 32,122 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $1.8M as of Q2 2026.
  • Vista Investment Partners II bought 25,643 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $1.43M.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.7% of Vista Investment Partners II's portfolio in Q2 2026, its #50 holding.
  • Vista Investment Partners II first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • Vista Investment Partners II's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.