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

Allworth 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
2026 Q1	$9.83K	Hold	82	–	–	﹤0.01%	3517
2025 Q4	$9.03K	Hold	82	–	–	﹤0.01%	3336
2025 Q3	$8.68K	Hold	82	–	–	﹤0.01%	3227
2025 Q2	$7.62K	Hold	82	–	–	﹤0.01%	3031
2025 Q1	$6.83K	Hold	82	–	–	﹤0.01%	2604
2024 Q4	$7.58K	Hold	82	–	–	﹤0.01%	2572
2024 Q3	$7.86K	Hold	82	–	–	﹤0.01%	2373
2024 Q2	$7.39K	Hold	82	–	–	﹤0.01%	2351
2024 Q1	$7.62K	Hold	82	–	–	﹤0.01%	2221
2023 Q4	$7.02K	Hold	82	–	–	﹤0.01%	2127
2023 Q3	$6.44K	Hold	82	–	–	﹤0.01%	2006
2023 Q2	$7.03K	Hold	82	–	–	﹤0.01%	1974
2023 Q1	$6.97K	Hold	82	–	–	﹤0.01%	1917
2022 Q4	$6.48K	Hold	82	–	–	﹤0.01%	1815
2022 Q3	$6K	Hold	82	–	–	﹤0.01%	1837
2022 Q2	$6K	Hold	82	–	–	﹤0.01%	1721
2022 Q1	$8K	Hold	82	–	–	﹤0.01%	1546
2021 Q4	$8K	Hold	82	–	–	﹤0.01%	1473
2021 Q3	$7K	Hold	82	–	–	﹤0.01%	1440
2021 Q2	$7K	Hold	82	–	–	﹤0.01%	1135
2021 Q1	$7K	Hold	82	–	–	﹤0.01%	1066
2020 Q4	$6K	Hold	82	–	–	﹤0.01%	952
2020 Q3	$5K	Hold	82	–	–	﹤0.01%	853
2020 Q2	$4K	Hold	82	–	–	﹤0.01%	908
2020 Q1	$3K	Hold	82	–	–	﹤0.01%	998
2019 Q4	$5K	Hold	82	–	–	﹤0.01%	769
2019 Q3	$5K	Hold	82	–	–	﹤0.01%	683
2019 Q2	$5K	Hold	82	–	–	﹤0.01%	682
2019 Q1	$5K	Hold	82	–	–	﹤0.01%	688
2018 Q4	$4K	Hold	82	–	–	﹤0.01%	656
2018 Q3	$6K	Hold	82	–	–	﹤0.01%	640
2018 Q2	$6K	Hold	82	–	–	﹤0.01%	602
2018 Q1	$5K	Hold	82	–	–	﹤0.01%	593
2017 Q4	$6K	Hold	82	–	–	﹤0.01%	544
2017 Q3	$5K	Hold	82	–	–	﹤0.01%	577
2017 Q2	$5K	Hold	82	–	–	﹤0.01%	581
2017 Q1	$5K	Buy	+82	New	+$5.05K	﹤0.01%	539

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

Allworth Financial's PYZ Position: Q1 2026 in Review

Allworth Financial held its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) position steady in Q1 2026 at 82 shares worth $9.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3517.

Allworth Financial first reported a position in PYZ in Q1 2017 and has held it in 37 quarters since. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

Allworth Financial held 82 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $9.83K as of Q1 2026.
Allworth Financial left its Invesco Dorsey Wright Basic Materials Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3517 holding.
Allworth Financial first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2017 and has held it in 37 quarters since.
40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.