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

EPG 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	$25.5K	Hold	213	–	–	0.01%	254
2025 Q4	$23.4K	Sell	213 -100	-32%	-$10.7K	0.01%	254
2025 Q3	$33.1K	Hold	313	–	–	0.01%	244
2025 Q2	$29K	Hold	313	–	–	0.01%	242
2025 Q1	$26.5K	Hold	313	–	–	0.01%	327
2024 Q4	$27.1K	Hold	313	–	–	0.01%	330
2024 Q3	$29.9K	Buy	+313	New	+$28.1K	0.01%	333
2024 Q2	–	Sell	-313	Closed	-$28.2K	–	353
2024 Q1	$29K	Hold	313	–	–	0.01%	347
2023 Q4	$25.4K	Sell	313 -62	-17%	-$4.88K	0.01%	338
2023 Q3	$29.5K	Hold	375	–	–	0.01%	319
2023 Q2	$32.2K	Hold	375	–	–	0.01%	312
2023 Q1	$31.9K	Hold	375	–	–	0.01%	316
2022 Q4	$29.6K	Hold	375	–	–	0.01%	289
2022 Q3	$26K	Buy	+375	New	+$29.1K	0.01%	299
2022 Q2	–	Sell	-1,397	Closed	-$138K	–	353
2022 Q1	$138K	Hold	1,397	–	–	0.05%	248
2021 Q4	$132K	Buy	1,397 +321	+30%	+$29.3K	0.05%	246
2021 Q3	$91K	Buy	+1,076	New	+$94.2K	0.04%	243

Other funds holding PYZ

TFA

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

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

EPG Wealth Management held its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) position steady in Q1 2026 at 213 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #254.

EPG Wealth Management first reported a position in PYZ in Q3 2021 and has held it in 17 quarters since. The position peaked at $138K in Q1 2022. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

EPG Wealth Management held 213 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $25.5K as of Q1 2026.
EPG Wealth Management left its Invesco Dorsey Wright Basic Materials Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.01% of EPG Wealth Management's portfolio in Q1 2026, its #254 holding.
EPG Wealth Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q3 2021 and has held it in 17 quarters since.
EPG Wealth Management's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $138K in Q1 2022.
40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.