Cetera Investment Advisers
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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
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

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers's PYZ Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 2.2% in Q1 2026, buying an estimated $5.08K and bringing the position to 1,934 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #4181.

Cetera Investment Advisers first reported a position in PYZ in Q4 2023 and has held it in 7 quarters since. The position peaked at $292K in Q1 2024. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

  • Cetera Investment Advisers held 1,934 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $232K as of Q1 2026.
  • Cetera Investment Advisers bought 41 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2026, an estimated $5.08K.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4181 holding.
  • Cetera Investment Advisers first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2023 and has held it in 7 quarters since.
  • Cetera Investment Advisers's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $292K in Q1 2024.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.