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Aptus Capital Advisors’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Aptus Capital 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
Q3 		– Sell
-207
Closed -$15K – 804
2022
Q2 		$15K Sell
207
-7
-3% -$623 ﹤0.01% 555
2022
Q1 		$21K Buy
+214
New +$19.5K ﹤0.01% 566

Other funds holding PYZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aptus Capital Advisors's PYZ Position: Q3 2022 in Review

Aptus Capital Advisors sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q3 2022, closing a stake of 207 shares — an estimated $15K sold.

Aptus Capital Advisors first reported a position in PYZ in Q1 2022 and held it in 2 quarters. The position peaked at $21K in Q1 2022. 52 funds tracked by Wall St. Rank hold PYZ as of Q3 2022.

  • Aptus Capital Advisors reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Aptus Capital Advisors sold 207 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q3 2022, an estimated $15K.
  • Aptus Capital Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2022 and held it in 2 quarters.
  • Aptus Capital Advisors's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $21K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q3 2022.

Based on Aptus Capital Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.