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Darwin Wealth Management’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Darwin Wealth Management’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 		– Sell
-285
Closed -$31.4K – 678
2025
Q4 		$31.4K Buy
+285
New +$30.5K 0.01% 258

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

Darwin Wealth Management's PYZ Position: Q1 2026 in Review

Darwin Wealth Management sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2026, closing a stake of 285 shares — an estimated $31.4K sold.

Darwin Wealth Management first reported a position in PYZ in Q4 2025 and held it in 1 quarter. The position peaked at $31.4K in Q4 2025. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

  • Darwin Wealth Management reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 285 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2026, an estimated $31.4K.
  • Darwin Wealth Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Darwin Wealth Management's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $31.4K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.