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 Q2	$317K	Sell	2,521 -118	-4%	-$15K	﹤0.01%	1941
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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

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

Arax Advisory Partners's PYZ Position: Q2 2026 in Review

Arax Advisory Partners reduced its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 4.5% in Q2 2026, selling an estimated $15K and leaving 2,521 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Arax Advisory Partners first reported a position in PYZ in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

Arax Advisory Partners held 2,521 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $317K as of Q2 2026.
Arax Advisory Partners sold 118 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $15K.
Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1941 holding.
Arax Advisory Partners first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2025 and has held it in 3 quarters since.
38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.