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Willner & Heller’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Willner & Heller’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 		$503K Buy
8,992
+3,872
+76% +$216K 0.31% 90
2026
Q1 		$254K Buy
+5,120
New +$265K 0.19% 143

Other funds holding PIZ

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
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
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
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Willner & Heller's PIZ Position: Q2 2026 in Review

Willner & Heller increased its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) stake by 76% in Q2 2026, buying an estimated $216K and bringing the position to 8,992 shares worth $503K. The position accounts for 0.31% of the portfolio, ranked #90.

Willner & Heller first reported a position in PIZ in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold PIZ as of Q2 2026.

  • Willner & Heller held 8,992 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $503K as of Q2 2026.
  • Willner & Heller bought 3,872 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2026, an estimated $216K.
  • Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.31% of Willner & Heller's portfolio in Q2 2026, its #90 holding.
  • Willner & Heller first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.