American Portfolios Advisors’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

American Portfolios Advisors’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
2022 Q2	–	Sell	-100	Closed	-$9.88K	–	3606
2022 Q1	$9.88K	Hold	100	–	–	﹤0.01%	2692
2021 Q4	$9.46K	Hold	100	–	–	﹤0.01%	2642
2021 Q3	$8.48K	Hold	100	–	–	﹤0.01%	2642
2021 Q2	$8.8K	Buy	+100	New	+$8.84K	﹤0.01%	2586
2020 Q2	–	Sell	-104	Closed	-$4.27K	–	2889
2020 Q1	$4.27K	Hold	104	–	–	﹤0.01%	2157
2019 Q4	$6.55K	Hold	104	–	–	﹤0.01%	2165
2019 Q3	$6.05K	Hold	104	–	–	﹤0.01%	2125
2019 Q2	$6.25K	Hold	104	–	–	﹤0.01%	2087
2019 Q1	$6.16K	Hold	104	–	–	﹤0.01%	2009
2018 Q4	$5.5K	Hold	104	–	–	﹤0.01%	1839
2018 Q3	$7.16K	Hold	104	–	–	﹤0.01%	1871
2018 Q2	$7.08K	Hold	104	–	–	﹤0.01%	1853
2018 Q1	$6.9K	Hold	104	–	–	﹤0.01%	1754
2017 Q4	$7.35K	Buy	+104	New	+$7.05K	﹤0.01%	1675

Other funds holding PYZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

American Portfolios Advisors's PYZ Position: Q2 2022 in Review

American Portfolios Advisors sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2022, closing a stake of 100 shares — an estimated $9.88K sold.

American Portfolios Advisors first reported a position in PYZ in Q4 2017 and held it in 14 quarters. The position peaked at $9.88K in Q1 2022. 54 funds tracked by Wall St. Rank hold PYZ as of Q2 2022.

American Portfolios Advisors reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q2 2022 after selling out during the quarter.
American Portfolios Advisors sold 100 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2022, an estimated $9.88K.
American Portfolios Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2017 and held it in 14 quarters.
American Portfolios Advisors's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $9.88K in Q1 2022.
54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.