CI
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CX Institutional’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

CX Institutional’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
2022
Q4 		– Sell
-4,790
Closed -$334K – 558
2022
Q3 		$334K Buy
+4,790
New +$371K 0.02% 381

Other funds holding PYZ

HighTower Advisors
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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
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

CX Institutional's PYZ Position: Q4 2022 in Review

CX Institutional sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2022, closing a stake of 4,790 shares — an estimated $334K sold.

CX Institutional first reported a position in PYZ in Q3 2022 and held it in 1 quarter. The position peaked at $334K in Q3 2022. 54 funds tracked by Wall St. Rank hold PYZ as of Q4 2022.

  • CX Institutional reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • CX Institutional sold 4,790 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2022, an estimated $334K.
  • CX Institutional first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q3 2022 and held it in 1 quarter.
  • CX Institutional's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $334K in Q3 2022.
  • 54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2022.

Based on CX Institutional's 13F filing for Q4 2022, filed 3 Feb 2023.