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Fulcrum Equity Management’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Fulcrum Equity 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
2023
Q2 		– Sell
-27,678
Closed -$2.35M – 108
2023
Q1 		$2.35M Buy
+27,678
New +$2.39M 2.21% 17

Other funds holding PYZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Fulcrum Equity Management's PYZ Position: Q2 2023 in Review

Fulcrum Equity Management sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2023, closing a stake of 27,678 shares — an estimated $2.35M sold.

Fulcrum Equity Management first reported a position in PYZ in Q1 2023 and held it in 1 quarter. The position peaked at $2.35M in Q1 2023. 52 funds tracked by Wall St. Rank hold PYZ as of Q2 2023.

  • Fulcrum Equity Management reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Fulcrum Equity Management sold 27,678 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2023, an estimated $2.35M.
  • Fulcrum Equity Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2023 and held it in 1 quarter.
  • Fulcrum Equity Management's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $2.35M in Q1 2023.
  • 52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2023.

Based on Fulcrum Equity Management's 13F filing for Q2 2023, filed 7 Jul 2023.