AE Wealth Management’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

AE Wealth Management’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	$92K	Buy	+768	New	+$95.1K	﹤0.01%	1819

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

AE Wealth Management's PYZ Position: Q1 2026 in Review

AE Wealth Management opened a new position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2026: 768 shares worth $92K. The stake represents ﹤0.01% of the portfolio and ranks #1819 among its holdings.

40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

AE Wealth Management held 768 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $92K as of Q1 2026.
Invesco Dorsey Wright Basic Materials Momentum ETF was a new AE Wealth Management position in Q1 2026.
Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1819 holding.
40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.