EWA
PYZ icon

EP Wealth Advisors’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-1,210
Closed -$120K – 681
2022
Q1 		$120K Buy
+1,210
New +$110K ﹤0.01% 614

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

EP Wealth Advisors's PYZ Position: Q2 2022 in Review

EP Wealth Advisors sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2022, closing a stake of 1,210 shares — an estimated $120K sold.

EP Wealth Advisors first reported a position in PYZ in Q1 2022 and held it in 1 quarter. The position peaked at $120K in Q1 2022. 54 funds tracked by Wall St. Rank hold PYZ as of Q2 2022.

  • EP Wealth Advisors reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 1,210 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2022, an estimated $120K.
  • EP Wealth Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2022 and held it in 1 quarter.
  • EP Wealth Advisors's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $120K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2022.

Based on EP Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.