Advisory Services Network’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Advisory Services Network’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
2026 Q1	$501K	Buy	4,178 +207	+5%	+$25.6K	0.01%	1283
2025 Q4	$437K	Buy	+3,971	New	+$425K	0.01%	1281
2024 Q1	–	Sell	-394	Closed	-$33.7K	–	3129
2023 Q4	$33.7K	Buy	+394	New	+$31K	﹤0.01%	2233
2023 Q2	–	Sell	-816	Closed	-$69.4K	–	3111
2023 Q1	$69.4K	Hold	816	–	–	﹤0.01%	1842
2022 Q4	$64.5K	Buy	+816	New	+$65.3K	﹤0.01%	1838
2021 Q3	–	Sell	-1,365	Closed	-$120K	–	2781
2021 Q2	$120K	Buy	+1,365	New	+$121K	﹤0.01%	1511
2021 Q1	–	Sell	-667	Closed	-$48K	–	2558
2020 Q4	$48K	Buy	+667	New	+$42.9K	﹤0.01%	1698

Other funds holding PYZ

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Services Network's PYZ Position: Q1 2026 in Review

Advisory Services Network increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 5.2% in Q1 2026, buying an estimated $25.6K and bringing the position to 4,178 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #1283.

Advisory Services Network first reported a position in PYZ in Q4 2020 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

Advisory Services Network held 4,178 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $501K as of Q1 2026.
Advisory Services Network bought 207 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2026, an estimated $25.6K.
Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1283 holding.
Advisory Services Network first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2020 and has held it in 7 quarters since.
40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.