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Arax Advisory Partners’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Arax Advisory Partners’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 		$316K Sell
2,639
-135
-5% -$16.7K 0.01% 853
2025
Q4 		$306K Buy
+2,774
New +$297K 0.01% 819

Other funds holding PYZ

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arax Advisory Partners's PYZ Position: Q1 2026 in Review

Arax Advisory Partners reduced its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 4.9% in Q1 2026, selling an estimated $16.7K and leaving 2,639 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #853.

Arax Advisory Partners first reported a position in PYZ in Q4 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

  • Arax Advisory Partners held 2,639 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $316K as of Q1 2026.
  • Arax Advisory Partners sold 135 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2026, an estimated $16.7K.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #853 holding.
  • Arax Advisory Partners first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.