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 Q3	$16M	Buy	314,189 +218	+0.1%	+$11.6K	0.02%	556
2026 Q2	$17M	Sell	313,971 -3,224	-1%	-$180K	0.03%	492
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

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services's PIZ Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 0.07% in Q3 2026, buying an estimated $11.6K and bringing the position to 314,189 shares worth $16M. The position accounts for 0.02% of the portfolio, ranked #556.

Wealth Enhancement Advisory Services first reported a position in PIZ in Q3 2023 and has held it in 13 quarters since. The position peaked at $27.1M in Q4 2025. 19 funds tracked by Wall St. Rank hold PIZ as of Q3 2026.

Wealth Enhancement Advisory Services held 314,189 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $16M as of Q3 2026.
Wealth Enhancement Advisory Services bought 218 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2026, an estimated $11.6K.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #556 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 13 quarters since.
Wealth Enhancement Advisory Services's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $27.1M in Q4 2025.
19 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.