AWM
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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
Q2 		$96.6K Hold
768
– – ﹤0.01% 1925
2026
Q1 		$92K Buy
+768
New +$95.1K ﹤0.01% 1819

Other funds holding PYZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
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

AE Wealth Management's PYZ Position: Q2 2026 in Review

AE Wealth Management held its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) position steady in Q2 2026 at 768 shares worth $96.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

AE Wealth Management first reported a position in PYZ in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

  • AE Wealth Management held 768 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $96.6K as of Q2 2026.
  • AE Wealth Management left its Invesco Dorsey Wright Basic Materials Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1925 holding.
  • AE Wealth Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.