BFC Planning, Inc.’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

BFC Planning, Inc.’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	$17.6K	Buy	140 +91	+186%	+$11.6K	﹤0.01%	2073
2026 Q1	$5.84K	Hold	49	–	–	﹤0.01%	2250
2025 Q4	$5.37K	Sell	49 -25	-34%	-$2.68K	﹤0.01%	2332
2025 Q3	$7.83K	Hold	74	–	–	﹤0.01%	2026
2025 Q2	$6.87K	Hold	74	–	–	﹤0.01%	1947
2025 Q1	$6.26K	Sell	74 -338	-82%	-$30.1K	﹤0.01%	1945
2024 Q4	$35.8K	Buy	+412	New	+$39K	﹤0.01%	1239

Other funds holding PYZ

LPL Financial San Diego, California $468B AUM 17.69% 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 22.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

BFC Planning, Inc.'s PYZ Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 186% in Q2 2026, buying an estimated $11.6K and bringing the position to 140 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

BFC Planning, Inc. first reported a position in PYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.8K in Q4 2024. 39 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

BFC Planning, Inc. held 140 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $17.6K as of Q2 2026.
BFC Planning, Inc. bought 91 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $11.6K.
Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2073 holding.
BFC Planning, Inc. first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $35.8K in Q4 2024.
39 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.