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Aurora Private Wealth’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Aurora Private Wealth’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
2020
Q2 		– Sell
-19,331
Closed -$794K – 223
2020
Q1 		$794K Buy
+19,331
New +$1.04M 0.28% 81

Other funds holding PYZ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aurora Private Wealth's PYZ Position: Q2 2020 in Review

Aurora Private Wealth sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2020, closing a stake of 19,331 shares — an estimated $794K sold.

Aurora Private Wealth first reported a position in PYZ in Q1 2020 and held it in 1 quarter. The position peaked at $794K in Q1 2020. 26 funds tracked by Wall St. Rank hold PYZ as of Q2 2020.

  • Aurora Private Wealth reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q2 2020 after selling out during the quarter.
  • Aurora Private Wealth sold 19,331 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2020, an estimated $794K.
  • Aurora Private Wealth first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2020 and held it in 1 quarter.
  • Aurora Private Wealth's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $794K in Q1 2020.
  • 26 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2020.

Based on Aurora Private Wealth's 13F filing for Q2 2020, filed 27 Jul 2020.