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 Q2	–	Sell	-4,178	Closed	-$501K	–	4041
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Advisory Services Network's PYZ Position: Q2 2026 in Review

Advisory Services Network sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2026, closing a stake of 4,178 shares — an estimated $501K sold.

Advisory Services Network first reported a position in PYZ in Q4 2020 and held it in 7 quarters. The position peaked at $501K in Q1 2026. 38 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

Advisory Services Network reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 4,178 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $501K.
Advisory Services Network first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2020 and held it in 7 quarters.
Advisory Services Network's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $501K in Q1 2026.
38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.