Ameritas Advisory Services’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-255	Closed	-$27K	–	1818
2025 Q3	$27K	Hold	255	–	–	﹤0.01%	1328
2025 Q2	$23.7K	Buy	+255	New	+$22K	﹤0.01%	1676
2023 Q2	–	Sell	-705	Closed	-$59.1K	–	2062
2023 Q1	$59.1K	Buy	+705	New	+$60.9K	﹤0.01%	1209

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 $51.6B AUM 27.34% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

MWM

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

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

Ameritas Advisory Services's PYZ Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2025, closing a stake of 255 shares — an estimated $27K sold.

Ameritas Advisory Services first reported a position in PYZ in Q1 2023 and held it in 3 quarters. The position peaked at $59.1K in Q1 2023. 40 funds tracked by Wall St. Rank hold PYZ as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 255 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2025, an estimated $27K.
Ameritas Advisory Services first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $59.1K in Q1 2023.
40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.