Advisornet Financial’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Advisornet Financial’s Portfolio PYZ Stock Details PYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-257	Closed	-$18K	–	2463
2022 Q3	$18K	Hold	257	–	–	﹤0.01%	1147
2022 Q2	$19K	Sell	257 -60	-19%	-$5.34K	﹤0.01%	1146
2022 Q1	$31K	Hold	317	–	–	﹤0.01%	1118
2021 Q4	$30K	Hold	317	–	–	﹤0.01%	1175
2021 Q3	$27K	Hold	317	–	–	﹤0.01%	1172
2021 Q2	$28K	Hold	317	–	–	﹤0.01%	1148
2021 Q1	$26K	Hold	317	–	–	﹤0.01%	1119
2020 Q4	$23K	Hold	317	–	–	﹤0.01%	1097
2020 Q3	$18K	Buy	+317	New	+$17.6K	﹤0.01%	1126

Other funds holding PYZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisornet Financial's PYZ Position: Q4 2022 in Review

Advisornet Financial sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2022, closing a stake of 257 shares — an estimated $18K sold.

Advisornet Financial first reported a position in PYZ in Q3 2020 and held it in 9 quarters. The position peaked at $31K in Q1 2022. 54 funds tracked by Wall St. Rank hold PYZ as of Q4 2022.

Advisornet Financial reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2022 after selling out during the quarter.
Advisornet Financial sold 257 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2022, an estimated $18K.
Advisornet Financial first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q3 2020 and held it in 9 quarters.
Advisornet Financial's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $31K in Q1 2022.
54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.