Capital Wealth Alliance’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Capital Wealth Alliance’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	-7,542	Closed	-$713K	–	147
2021 Q4	$713K	Buy	7,542 +42	+0.6%	+$3.83K	0.42%	66
2021 Q3	$673K	Sell	7,500 -45	-0.6%	-$3.94K	0.41%	68
2021 Q2	$603K	Sell	7,545 -54	-0.7%	-$4.78K	0.39%	71
2021 Q1	$631K	Buy	7,599 +233	+3%	+$18.1K	0.42%	70
2020 Q4	$534K	Buy	+7,366	New	+$474K	0.39%	70

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 Wealth Alliance's PYZ Position: Q1 2022 in Review

Capital Wealth Alliance sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2022, closing a stake of 7,542 shares — an estimated $713K sold.

Capital Wealth Alliance first reported a position in PYZ in Q4 2020 and held it in 5 quarters. The position peaked at $713K in Q4 2021. 58 funds tracked by Wall St. Rank hold PYZ as of Q1 2022.

Capital Wealth Alliance reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2022 after selling out during the quarter.
Capital Wealth Alliance sold 7,542 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2022, an estimated $713K.
Capital Wealth Alliance first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2020 and held it in 5 quarters.
Capital Wealth Alliance's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $713K 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 Wealth Alliance's 13F filing for Q1 2022, filed 16 May 2022.