Commonwealth Equity Services’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Commonwealth Equity Services’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	$281K	Buy	2,234 +4	+0.2%	+$510	﹤0.01%	3816
2026 Q1	$267K	Sell	2,230 -437	-16%	-$54.1K	﹤0.01%	3738
2025 Q4	$294K	Buy	2,667 +1	+0%	+$107	﹤0.01%	3668
2025 Q3	$282K	Sell	2,666 -790	-23%	-$80K	﹤0.01%	3707
2025 Q2	$321K	Sell	3,456 -1,509	-30%	-$130K	﹤0.01%	3520
2025 Q1	$421K	Sell	4,965 -475	-9%	-$42.3K	﹤0.01%	3183
2024 Q4	$472K	Sell	5,440 -489	-8%	-$46.3K	﹤0.01%	2997
2024 Q3	$568K	Sell	5,929 -58	-1%	-$5.21K	﹤0.01%	2782
2024 Q2	$523K	Sell	5,987 -22	-0.4%	-$1.98K	﹤0.01%	2798
2024 Q1	$558K	Sell	6,009 -1,590	-21%	-$135K	﹤0.01%	2740
2023 Q4	$650K	Sell	7,599 -1,468	-16%	-$115K	﹤0.01%	2499
2023 Q3	$712K	Sell	9,067 -1,583	-15%	-$133K	﹤0.01%	2303
2023 Q2	$913K	Sell	10,650 -798	-7%	-$65.1K	﹤0.01%	2169
2023 Q1	$973	Sell	11,448 -5,404	-32%	-$467K	﹤0.01%	2064
2022 Q4	$1.33M	Buy	16,852 +107	+0.6%	+$8.57K	﹤0.01%	1768
2022 Q3	$1.17M	Sell	16,745 -4,810	-22%	-$373K	﹤0.01%	1784
2022 Q2	$1.56M	Buy	21,555 +3,761	+21%	+$335K	﹤0.01%	1585
2022 Q1	$1.76M	Buy	17,794 +2,674	+18%	+$244K	﹤0.01%	1586
2021 Q4	$1.43M	Buy	15,120 +3,626	+32%	+$331K	﹤0.01%	1721
2021 Q3	$974K	Buy	11,494 +3,227	+39%	+$282K	﹤0.01%	1941
2021 Q2	$727K	Buy	8,267 +3,703	+81%	+$327K	﹤0.01%	2168
2021 Q1	$379K	Sell	4,564 -1,535	-25%	-$119K	﹤0.01%	2553
2020 Q4	$436K	Sell	6,099 -6,297	-51%	-$405K	﹤0.01%	2247
2020 Q3	$687K	Buy	12,396 +844	+7%	+$47K	﹤0.01%	1738
2020 Q2	$589K	Buy	11,552 +6,267	+119%	+$300K	﹤0.01%	1774
2020 Q1	$217K	Sell	5,285 -2,039	-28%	-$109K	﹤0.01%	2318
2019 Q4	$461K	Sell	7,324 -871	-11%	-$52.1K	﹤0.01%	1982
2019 Q3	$476K	Buy	8,195 +1,178	+17%	+$68.5K	﹤0.01%	1860
2019 Q2	$421K	Sell	7,017 -122	-2%	-$7.14K	﹤0.01%	1929
2019 Q1	$422K	Sell	7,139 -621	-8%	-$36.3K	﹤0.01%	1890
2018 Q4	$410K	Sell	7,760 -658	-8%	-$39.3K	﹤0.01%	1786
2018 Q3	$579K	Sell	8,418 -435	-5%	-$30.2K	﹤0.01%	1693
2018 Q2	$602K	Sell	8,853 -1,065	-11%	-$73.8K	﹤0.01%	1622
2018 Q1	$657K	Buy	9,918 +62	+0.6%	+$4.35K	﹤0.01%	1514
2017 Q4	$696K	Sell	9,856 -124	-1%	-$8.4K	﹤0.01%	1454
2017 Q3	$654K	Buy	9,980 +698	+8%	+$43.9K	﹤0.01%	1435
2017 Q2	$569K	Buy	9,282 +1,121	+14%	+$68K	﹤0.01%	1486
2017 Q1	$505K	Buy	8,161 +1,385	+20%	+$85.3K	﹤0.01%	1499
2016 Q4	$401K	Sell	6,776 -7,187	-51%	-$418K	﹤0.01%	1552
2016 Q3	$810K	Buy	13,963 +963	+7%	+$55.8K	0.01%	1114
2016 Q2	$699K	Buy	13,000 +7,023	+118%	+$372K	0.01%	1158
2016 Q1	$299K	Buy	5,977 +155	+3%	+$7.06K	﹤0.01%	1642
2015 Q4	$284K	Sell	5,822 -28,947	-83%	-$1.44M	﹤0.01%	1637
2015 Q3	$1.56M	Sell	34,769 -14,027	-29%	-$692K	0.02%	686
2015 Q2	$2.6M	Buy	48,796 +39,908	+449%	+$2.17M	0.03%	533
2015 Q1	$480K	Sell	8,888 -9,562	-52%	-$511K	0.01%	1342
2014 Q4	$969K	Sell	18,450 -1,132	-6%	-$60K	0.01%	909
2014 Q3	$1.08M	Buy	19,582 +3,530	+22%	+$199K	0.01%	830
2014 Q2	$887K	Buy	16,052 +1,145	+8%	+$61.1K	0.01%	931
2014 Q1	$786K	Buy	+14,907	New	+$761K	0.01%	950

Other funds holding PYZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Commonwealth Equity Services's PYZ Position: Q2 2026 in Review

Commonwealth Equity Services increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 0.18% in Q2 2026, buying an estimated $510 and bringing the position to 2,234 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #3816.

Commonwealth Equity Services first reported a position in PYZ in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.6M in Q2 2015. 19 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

Commonwealth Equity Services held 2,234 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $281K as of Q2 2026.
Commonwealth Equity Services bought 4 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $510.
Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3816 holding.
Commonwealth Equity Services first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2014 and has held it in 50 quarters since.
Commonwealth Equity Services's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $2.6M in Q2 2015.
19 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.