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

Fortis 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
Q3 		– Sell
-83,146
Closed -$6.44M – 275
2022
Q2 		$4.39M Sell
83,146
-5,872
-7% -$522K 2.91% 13
2022
Q1 		$5.76M Buy
+89,018
New +$8.13M 3.16% 8

Other funds holding PYZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fortis Advisors's PYZ Position: Q3 2022 in Review

Fortis Advisors sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q3 2022, closing a stake of 83,146 shares — an estimated $6.44M sold.

Fortis Advisors first reported a position in PYZ in Q1 2022 and held it in 2 quarters. The position peaked at $5.76M in Q1 2022. 52 funds tracked by Wall St. Rank hold PYZ as of Q3 2022.

  • Fortis Advisors reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Fortis Advisors sold 83,146 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q3 2022, an estimated $6.44M.
  • Fortis Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2022 and held it in 2 quarters.
  • Fortis Advisors's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $5.76M in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.