Consolidated Planning Corp’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Consolidated Planning Corp’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
2023 Q1	–	Sell	-13,984	Closed	-$1.11M	–	128
2022 Q4	$1.11M	Buy	+13,984	New	+$1.12M	0.31%	77
2022 Q3	–	Sell	-21,851	Closed	-$1.58M	–	122
2022 Q2	$1.58M	Buy	+21,851	New	+$1.94M	0.49%	54

Other funds holding PYZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Consolidated Planning Corp's PYZ Position: Q1 2023 in Review

Consolidated Planning Corp sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2023, closing a stake of 13,984 shares — an estimated $1.11M sold.

Consolidated Planning Corp first reported a position in PYZ in Q2 2022 and held it in 2 quarters. The position peaked at $1.58M in Q2 2022. 59 funds tracked by Wall St. Rank hold PYZ as of Q1 2023.

Consolidated Planning Corp reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2023 after selling out during the quarter.
Consolidated Planning Corp sold 13,984 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2023, an estimated $1.11M.
Consolidated Planning Corp first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2022 and held it in 2 quarters.
Consolidated Planning Corp's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $1.58M in Q2 2022.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2023.

Based on Consolidated Planning Corp's 13F filing for Q1 2023, filed 4 May 2023.