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Wagner Wealth Management (Pennsylvania)’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Wagner Wealth Management (Pennsylvania)’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 Buy
61,442
+5,992
+11% +$311K 2.73% 5
2025
Q4 		$2.72M Buy
+55,450
New +$2.67M 2.68% 4

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

Wagner Wealth Management (Pennsylvania)'s PIZ Position: Q1 2026 in Review

Wagner Wealth Management (Pennsylvania) increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 11% in Q1 2026, buying an estimated $311K and bringing the position to 61,442 shares worth $3.04M. The position accounts for 2.73% of the portfolio, ranked #5.

Wagner Wealth Management (Pennsylvania) first reported a position in PIZ in Q4 2025 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • Wagner Wealth Management (Pennsylvania) held 61,442 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $3.04M as of Q1 2026.
  • Wagner Wealth Management (Pennsylvania) bought 5,992 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2026, an estimated $311K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 2.73% of Wagner Wealth Management (Pennsylvania)'s portfolio in Q1 2026, its #5 holding.
  • Wagner Wealth Management (Pennsylvania) first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on Wagner Wealth Management (Pennsylvania)'s 13F filing for Q1 2026, filed 5 May 2026.