As of the latest SEC filings, INVESCO DORSEY WRIGHT DEVELOPE (PIZ) is held by 6 institutional funds. The largest fund shareholder is The E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVAGX), holding an estimated $6,643,999.36 in market value, representing 2.84% of its portfolio.
Funds holding INVESCO DORSEY WRIGHT DEVELOPE (PIZ)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PIZ
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
EVAGX
The E-Valuator Aggressive Growth (85%-99%) RMS Fund
|
MF | Independent / Boutique | 2.84% | $6,643,999.36 | 134,168 | Mar 31, 2026 | May 26, 2026 |
|
EVGLX
The E-Valuator Growth (70%-85%) RMS Fund
|
MF | Independent / Boutique | 2.46% | $6,186,137.44 | 124,922 | Mar 31, 2026 | May 26, 2026 |
|
EVMLX
The E-Valuator Moderate (50%-70%) RMS Fund
|
MF | Independent / Boutique | 1.95% | $2,832,643.04 | 57,202 | Mar 31, 2026 | May 26, 2026 |
|
EVTTX
The E-Valuator Conservative/Moderate (30%-50%) RMS Fund
|
MF | Independent / Boutique | 1.37% | $443,253.52 | 8,951 | Mar 31, 2026 | May 26, 2026 |
|
EVCLX
The E-Valuator Conservative (15%-30%) RMS Fund
|
MF | Independent / Boutique | 0.85% | $408,985.68 | 8,259 | Mar 31, 2026 | May 26, 2026 |
|
EVVLX
The E-Valuator Very Conservative (0%-15%) RMS Fund
|
MF | Independent / Boutique | 0.38% | $81,361.36 | 1,643 | Mar 31, 2026 | May 26, 2026 |
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