Fidelity Investments’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Fidelity Investments’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	$20.5K	Sell	163 -16	-9%	-$2.04K	﹤0.01%	4660
2026 Q1	$21.5K	Buy	179 +16	+10%	+$1.98K	﹤0.01%	4481
2025 Q4	$18K	Hold	163	–	–	﹤0.01%	4508
2025 Q3	$17.3K	Sell	163 -1	-0.6%	-$101	﹤0.01%	4405
2025 Q2	$15.3K	Buy	164 +1	+0.6%	+$86	﹤0.01%	4384
2025 Q1	$13.8K	Sell	163 -38	-19%	-$3.38K	﹤0.01%	4370
2024 Q4	$17.4K	Sell	201 -18	-8%	-$1.71K	﹤0.01%	4239
2024 Q3	$20.9K	Buy	+219	New	+$19.7K	﹤0.01%	4155
2024 Q1	–	Sell	-25	Closed	-$2.14K	–	5642
2023 Q4	$2.14K	Buy	25 +24	+2,400%	+$1.89K	﹤0.01%	4632
2023 Q3	$79	Buy	+1	New	+$84	﹤0.01%	4884
2021 Q3	–	Sell	-2	Closed	–	–	4902
2021 Q2	$0	Buy	+2	New	+$177	﹤0.01%	4751
2020 Q2	–	Sell	-1	Closed	–	–	4060
2020 Q1	$0	Buy	+1	New	+$54	﹤0.01%	4145
2019 Q3	–	Sell	-1	Closed	–	–	4150
2019 Q2	$0	Buy	+1	New	+$59	﹤0.01%	4092

Other funds holding PYZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Fidelity Investments's PYZ Position: Q2 2026 in Review

Fidelity Investments reduced its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 8.9% in Q2 2026, selling an estimated $2.04K and leaving 163 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4660.

Fidelity Investments first reported a position in PYZ in Q2 2019 and has held it in 13 quarters since. The position peaked at $21.5K in Q1 2026. 38 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

Fidelity Investments held 163 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $20.5K as of Q2 2026.
Fidelity Investments sold 16 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $2.04K.
Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4660 holding.
Fidelity Investments first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2019 and has held it in 13 quarters since.
Fidelity Investments's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $21.5K in Q1 2026.
38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.