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Bellwether Investment Group’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Bellwether Investment Group’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
2016
Q2 		$76K Buy
+1,410
New +$74.8K 0.08% 199

Other funds holding PYZ

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bellwether Investment Group's PYZ Position: Q2 2016 in Review

Bellwether Investment Group opened a new position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2016: 1,410 shares worth $76K. The stake represents 0.08% of the portfolio and ranks #199 among its holdings.

40 funds tracked by Wall St. Rank hold PYZ as of Q2 2016.

  • Bellwether Investment Group held 1,410 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $76K as of Q2 2016.
  • Invesco Dorsey Wright Basic Materials Momentum ETF was a new Bellwether Investment Group position in Q2 2016.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.08% of Bellwether Investment Group's portfolio in Q2 2016, its #199 holding.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2016.

Based on Bellwether Investment Group's 13F filing for Q2 2016, filed 18 Aug 2016.