BRWA
PYZ icon

B. Riley Wealth Advisors’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-8,144
Closed -$771K – 1481
2021
Q4 		$771K Sell
8,144
-224
-3% -$20.4K 0.02% 620
2021
Q3 		$710K Buy
8,368
+278
+3% +$24.3K 0.02% 639
2021
Q2 		$712K Buy
+8,090
New +$715K 0.02% 632
2017
Q2 		– Sell
-4,102
Closed -$254K – 549
2017
Q1 		$254K Buy
+4,102
New +$252K 0.05% 397
2016
Q4 		– Sell
-6,970
Closed -$405K – 617
2016
Q3 		$405K Sell
6,970
-1
-0% -$58 0.08% 316
2016
Q2 		$376K Sell
6,971
-299
-4% -$15.9K 0.08% 330
2016
Q1 		$364K Sell
7,270
-1,780
-20% -$81.1K 0.08% 299
2015
Q4 		$442K Buy
9,050
+99
+1% +$4.92K 0.09% 275
2015
Q3 		$401K Sell
8,951
-509
-5% -$25.1K 0.1% 272
2015
Q2 		$504K Buy
9,460
+150
+2% +$8.17K 0.13% 203
2015
Q1 		$503K Buy
9,310
+1,160
+14% +$62K 0.12% 220
2014
Q4 		$428 Buy
8,150
+820
+11% +$43.4K 0.01% 985
2014
Q3 		$405K Sell
7,330
-4,830
-40% -$272K 0.11% 258
2014
Q2 		$336K Buy
12,160
+6,570
+118% +$351K 0.08% 286
2014
Q1 		$295K Buy
5,590
+860
+18% +$43.9K 0.09% 267
2013
Q4 		$241K Buy
4,730
+430
+10% +$20.8K 0.08% 295
2013
Q3 		$199K Buy
4,300
+100
+2% +$4.5K 0.07% 338
2013
Q2 		$178K Buy
+4,200
New +$182K 0.06% 374

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
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
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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

B. Riley Wealth Advisors's PYZ Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2022, closing a stake of 8,144 shares — an estimated $771K sold.

B. Riley Wealth Advisors first reported a position in PYZ in Q2 2013 and held it in 18 quarters. The position peaked at $771K in Q4 2021. 58 funds tracked by Wall St. Rank hold PYZ as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,144 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2022, an estimated $771K.
  • B. Riley Wealth Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2013 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $771K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.