Farther Finance Advisors’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Farther Finance 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
2026 Q2	$424K	Sell	3,368 -4	-0.1%	-$510	﹤0.01%	1677
2026 Q1	$411K	Hold	3,372	–	–	﹤0.01%	1530
2025 Q4	$371K	Buy	3,372 +40	+1%	+$4.29K	﹤0.01%	1506
2025 Q3	$353K	Hold	3,332	–	–	0.01%	1280
2025 Q2	$310K	Buy	3,332 +7	+0.2%	+$603	0.01%	1171
2025 Q1	$282K	Buy	+3,325	New	+$296K	0.01%	1069

Other funds holding PYZ

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

RFA

Farther Finance Advisors's PYZ Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 0.12% in Q2 2026, selling an estimated $510 and leaving 3,368 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Farther Finance Advisors first reported a position in PYZ in Q1 2025 and has held it in 6 quarters since. 3 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

Farther Finance Advisors held 3,368 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $424K as of Q2 2026.
Farther Finance Advisors sold 4 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $510.
Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1677 holding.
Farther Finance Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2025 and has held it in 6 quarters since.
3 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.