William Blair & Company
PIZ icon

William Blair & Company’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

William Blair & Company’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 		$29.7K Hold
600
– – ﹤0.01% 1748
2025
Q4 		$29.4K Sell
600
-250
-29% -$12K ﹤0.01% 1700
2025
Q3 		$40.5K Hold
850
– – ﹤0.01% 1664
2025
Q2 		$39.1K Sell
850
-925
-52% -$39.1K ﹤0.01% 1625
2025
Q1 		$67.6K Sell
1,775
-125
-7% -$4.82K ﹤0.01% 1549
2024
Q4 		$69K Hold
1,900
– – ﹤0.01% 1568
2024
Q3 		$72K Hold
1,900
– – ﹤0.01% 1579
2024
Q2 		$67.8K Hold
1,900
– – ﹤0.01% 1563
2024
Q1 		$65.5K Hold
1,900
– – ﹤0.01% 1568
2023
Q4 		$60.3K Buy
1,900
+50
+3% +$1.47K ﹤0.01% 1567
2023
Q3 		$53K Hold
1,850
– – ﹤0.01% 1582
2023
Q2 		$56.4K Hold
1,850
– – ﹤0.01% 1583
2023
Q1 		$55.4K Hold
1,850
– – ﹤0.01% 1570
2022
Q4 		$50.8K Hold
1,850
– – ﹤0.01% 1573
2022
Q3 		$45K Hold
1,850
– – ﹤0.01% 1610
2022
Q2 		$51K Sell
1,850
-600
-24% -$18.4K ﹤0.01% 1629
2022
Q1 		$82K Sell
2,450
-10,615
-81% -$361K ﹤0.01% 1654
2021
Q4 		$527K Hold
13,065
– – ﹤0.01% 1194
2021
Q3 		$496K Buy
13,065
+600
+5% +$24K ﹤0.01% 1158
2021
Q2 		$470K Buy
12,465
+210
+2% +$7.71K ﹤0.01% 1165
2021
Q1 		$416K Buy
12,255
+2,535
+26% +$86.4K ﹤0.01% 1202
2020
Q4 		$329K Buy
9,720
+1,245
+15% +$40.1K ﹤0.01% 1221
2020
Q3 		$263K Buy
8,475
+3,715
+78% +$111K ﹤0.01% 1189
2020
Q2 		$131K Sell
4,760
-1,640
-26% -$41.8K ﹤0.01% 1329
2020
Q1 		$145K Sell
6,400
-5,215
-45% -$141K ﹤0.01% 1246
2019
Q4 		$335K Buy
11,615
+1,705
+17% +$46.8K ﹤0.01% 1135
2019
Q3 		$261K Buy
9,910
+1,050
+12% +$28.2K ﹤0.01% 1179
2019
Q2 		$240K Sell
8,860
-740
-8% -$19.6K ﹤0.01% 1232
2019
Q1 		$248K Sell
9,600
-2,000
-17% -$49.6K ﹤0.01% 1222
2018
Q4 		$266K Buy
+11,600
New +$283K ﹤0.01% 1127
2018
Q2 		– Sell
-10,375
Closed -$289K – 1622
2018
Q1 		$289K Buy
10,375
+2,300
+28% +$65.2K ﹤0.01% 1082
2017
Q4 		$223K Buy
+8,075
New +$221K ﹤0.01% 1232
2016
Q1 		– Sell
-10,200
Closed -$241K – 1233
2015
Q4 		$241K Buy
10,200
+1,000
+11% +$23.5K ﹤0.01% 1025
2015
Q3 		$206K Sell
9,200
-7,000
-43% -$165K ﹤0.01% 1276
2015
Q2 		$386K Buy
16,200
+3,800
+31% +$96.7K ﹤0.01% 1854
2015
Q1 		$308K Hold
12,400
– – ﹤0.01% 1874
2014
Q4 		$297K Buy
12,400
+1,000
+9% +$24.1K ﹤0.01% 1863
2014
Q3 		$278K Sell
11,400
-9,950
-47% -$255K ﹤0.01% 1872
2014
Q2 		$562K Buy
21,350
+75
+0.4% +$1.99K ﹤0.01% 1628
2014
Q1 		$573K Buy
21,275
+2,400
+13% +$63.6K ﹤0.01% 1573
2013
Q4 		$500K Buy
18,875
+9,725
+106% +$248K ﹤0.01% 1593
2013
Q3 		$229K Buy
+9,150
New +$212K ﹤0.01% 1837

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

William Blair & Company's PIZ Position: Q1 2026 in Review

William Blair & Company held its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) position steady in Q1 2026 at 600 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

William Blair & Company first reported a position in PIZ in Q3 2013 and has held it in 42 quarters since. The position peaked at $573K in Q1 2014. 104 funds tracked by Wall St. Rank hold PIZ as of Q1 2026.

  • William Blair & Company held 600 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $29.7K as of Q1 2026.
  • William Blair & Company left its Invesco Dorsey Wright Developed Markets Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1748 holding.
  • William Blair & Company first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2013 and has held it in 42 quarters since.
  • William Blair & Company's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $573K in Q1 2014.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.