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

Cetera 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
2013
Q3 		– Sell
-6,935
Closed -$295K – 467
2013
Q2 		$295K Buy
+6,935
New +$301K 0.06% 299

Other funds holding PYZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisors's PYZ Position: Q3 2013 in Review

Cetera Advisors sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q3 2013, closing a stake of 6,935 shares — an estimated $295K sold.

Cetera Advisors first reported a position in PYZ in Q2 2013 and held it in 1 quarter. The position peaked at $295K in Q2 2013. 22 funds tracked by Wall St. Rank hold PYZ as of Q3 2013.

  • Cetera Advisors reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q3 2013 after selling out during the quarter.
  • Cetera Advisors sold 6,935 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q3 2013, an estimated $295K.
  • Cetera Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2013 and held it in 1 quarter.
  • Cetera Advisors's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $295K in Q2 2013.
  • 22 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q3 2013.

Based on Cetera Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.