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

DB Wealth Management Group’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 Q4	$5.73K	Hold	67	–	–	﹤0.01%	304
2023 Q3	$5.26K	Hold	67	–	–	﹤0.01%	307
2023 Q2	$5.75K	Hold	67	–	–	﹤0.01%	306
2023 Q1	$5.7K	Hold	67	–	–	﹤0.01%	305
2022 Q4	$5.3K	Buy	+67	New	+$5.37K	﹤0.01%	301
2022 Q1	–	Sell	-67	Closed	-$6K	–	370
2021 Q4	$6K	Hold	67	–	–	﹤0.01%	302
2021 Q3	$6K	Hold	67	–	–	﹤0.01%	291
2021 Q2	$6K	Hold	67	–	–	﹤0.01%	293
2021 Q1	$6K	Hold	67	–	–	﹤0.01%	304
2020 Q4	$5K	Buy	+67	New	+$4.31K	﹤0.01%	307

Other funds holding PYZ

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CWM

Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

DB Wealth Management Group's PYZ Position: Q4 2023 in Review

DB Wealth Management Group held its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) position steady in Q4 2023 at 67 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

DB Wealth Management Group first reported a position in PYZ in Q4 2020 and has held it in 10 quarters since. The position peaked at $6K in Q4 2021. 41 funds tracked by Wall St. Rank hold PYZ as of Q4 2023.

DB Wealth Management Group held 67 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $5.73K as of Q4 2023.
DB Wealth Management Group left its Invesco Dorsey Wright Basic Materials Momentum ETF share count unchanged in Q4 2023.
Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #304 holding.
DB Wealth Management Group first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2020 and has held it in 10 quarters since.
DB Wealth Management Group's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $6K in Q4 2021.
41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.