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Atria Wealth Solutions’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Atria Wealth Solutions’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
-2,764
Closed -$273K – 1847
2022
Q1 		$273K Buy
+2,764
New +$252K ﹤0.01% 1371

Other funds holding PYZ

HighTower Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Atria Wealth Solutions's PYZ Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2022, closing a stake of 2,764 shares — an estimated $273K sold.

Atria Wealth Solutions first reported a position in PYZ in Q1 2022 and held it in 1 quarter. The position peaked at $273K in Q1 2022. 54 funds tracked by Wall St. Rank hold PYZ as of Q2 2022.

  • Atria Wealth Solutions reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,764 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2022, an estimated $273K.
  • Atria Wealth Solutions first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $273K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.