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Cetera Advisor Networks’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		– Sell
-2,459
Closed -$210K – 2899
2023
Q4 		$210K Buy
+2,459
New +$193K ﹤0.01% 2503

Other funds holding PYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisor Networks's PYZ Position: Q1 2024 in Review

Cetera Advisor Networks sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2024, closing a stake of 2,459 shares — an estimated $210K sold.

Cetera Advisor Networks first reported a position in PYZ in Q4 2023 and held it in 1 quarter. The position peaked at $210K in Q4 2023. 34 funds tracked by Wall St. Rank hold PYZ as of Q1 2024.

  • Cetera Advisor Networks reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisor Networks sold 2,459 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2024, an estimated $210K.
  • Cetera Advisor Networks first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2023 and held it in 1 quarter.
  • Cetera Advisor Networks's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $210K in Q4 2023.
  • 34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.