Wealth Enhancement Advisory Services
PIZ icon

Wealth Enhancement Advisory Services’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$17M Sell
313,971
-3,224
-1% -$180K 0.03% 491
2026
Q1 		$16M Sell
317,195
-220,178
-41% -$11.4M 0.03% 455
2025
Q4 		$27.1M Sell
537,373
-10,568
-2% -$508K 0.04% 395
2025
Q3 		$26.3M Sell
547,941
-16,006
-3% -$742K 0.04% 380
2025
Q2 		$25.6M Sell
563,947
-13,505
-2% -$571K 0.04% 360
2025
Q1 		$22M Sell
577,452
-134,868
-19% -$5.2M 0.04% 370
2024
Q4 		$25.9M Buy
712,320
+76,472
+12% +$2.86M 0.05% 317
2024
Q3 		$24.1M Buy
635,848
+196,544
+45% +$7.12M 0.05% 316
2024
Q2 		$15.7M Sell
439,304
-10,051
-2% -$348K 0.04% 379
2024
Q1 		$15.5M Sell
449,355
-20,780
-4% -$684K 0.04% 374
2023
Q4 		$14.9M Buy
470,135
+428,829
+1,038% +$12.6M 0.04% 359
2023
Q3 		$1.18M Buy
+41,306
New +$1.25M ﹤0.01% 1031

Other funds holding PIZ

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's PIZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 1% in Q2 2026, selling an estimated $180K and leaving 313,971 shares worth $17M. The position accounts for 0.03% of the portfolio, ranked #491.

Wealth Enhancement Advisory Services first reported a position in PIZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.1M in Q4 2025. 18 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 313,971 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $17M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 3,224 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $180K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #491 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $27.1M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.