Cetera Investment Advisers
PYZ icon

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

Cetera Investment Advisers’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
2026
Q2 		$272K Buy
2,164
+230
+12% +$29.3K ﹤0.01% 4236
2026
Q1 		$232K Buy
1,934
+41
+2% +$5.08K ﹤0.01% 4181
2025
Q4 		$209K Sell
1,893
-458
-19% -$49.1K ﹤0.01% 4205
2025
Q3 		$249K Buy
+2,351
New +$238K ﹤0.01% 3990
2024
Q4 		– Sell
-2,187
Closed -$210K – 3869
2024
Q3 		$210K Sell
2,187
-534
-20% -$47.9K ﹤0.01% 3348
2024
Q2 		$238K Sell
2,721
-421
-13% -$37.9K ﹤0.01% 3242
2024
Q1 		$292K Buy
3,142
+730
+30% +$62.1K ﹤0.01% 3068
2023
Q4 		$206K Buy
+2,412
New +$190K ﹤0.01% 2023

Other funds holding PYZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Cetera Investment Advisers's PYZ Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 12% in Q2 2026, buying an estimated $29.3K and bringing the position to 2,164 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #4236.

Cetera Investment Advisers first reported a position in PYZ in Q4 2023 and has held it in 8 quarters since. The position peaked at $292K in Q1 2024. 38 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

  • Cetera Investment Advisers held 2,164 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $272K as of Q2 2026.
  • Cetera Investment Advisers bought 230 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $29.3K.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4236 holding.
  • Cetera Investment Advisers first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2023 and has held it in 8 quarters since.
  • Cetera Investment Advisers's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $292K in Q1 2024.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.