Capital Investment Advisory Services’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Capital Investment Advisory Services’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	-157	Closed	-$15K	–	875
2021 Q4	$15K	Hold	157	–	–	﹤0.01%	702
2021 Q3	$13K	Hold	157	–	–	﹤0.01%	662
2021 Q2	$14K	Hold	157	–	–	﹤0.01%	685
2021 Q1	$13K	Hold	157	–	–	﹤0.01%	641
2020 Q4	$11K	Buy	+157	New	+$10.1K	﹤0.01%	617

Other funds holding PYZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Capital Investment Advisory Services's PYZ Position: Q1 2022 in Review

Capital Investment Advisory Services sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2022, closing a stake of 157 shares — an estimated $15K sold.

Capital Investment Advisory Services first reported a position in PYZ in Q4 2020 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 58 funds tracked by Wall St. Rank hold PYZ as of Q1 2022.

Capital Investment Advisory Services reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2022 after selling out during the quarter.
Capital Investment Advisory Services sold 157 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2022, an estimated $15K.
Capital Investment Advisory Services first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2020 and held it in 5 quarters.
Capital Investment Advisory Services's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $15K in Q4 2021.
58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2022.

Based on Capital Investment Advisory Services's 13F filing for Q1 2022, filed 3 May 2022.