FourThought Financial’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

FourThought Financial’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	$13K	Hold	187	–	–	﹤0.01%	977
2022 Q2	$14K	Hold	187	–	–	﹤0.01%	945
2022 Q1	$18K	Sell	187 -170	-48%	-$15.5K	﹤0.01%	923
2021 Q4	$34K	Hold	357	–	–	﹤0.01%	789
2021 Q3	$30K	Sell	357 -18	-5%	-$1.57K	﹤0.01%	856
2021 Q2	$32K	Hold	375	–	–	﹤0.01%	832
2021 Q1	$31K	Hold	375	–	–	﹤0.01%	809
2020 Q4	$26K	Buy	+375	New	+$24.1K	﹤0.01%	821

Other funds holding PYZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

FourThought Financial's PYZ Position: Q3 2022 in Review

FourThought Financial held its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) position steady in Q3 2022 at 187 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

FourThought Financial first reported a position in PYZ in Q4 2020 and has held it in 8 quarters since. The position peaked at $34K in Q4 2021. 52 funds tracked by Wall St. Rank hold PYZ as of Q3 2022.

FourThought Financial held 187 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $13K as of Q3 2022.
FourThought Financial left its Invesco Dorsey Wright Basic Materials Momentum ETF share count unchanged in Q3 2022.
Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #977 holding.
FourThought Financial first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $34K in Q4 2021.
52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.