GPS Wealth Strategies Group’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	$2.32K	Hold	21	–	–	﹤0.01%	531
2025 Q3	$2.22K	Hold	21	–	–	﹤0.01%	1405
2025 Q2	$1.95K	Hold	21	–	–	﹤0.01%	1357
2025 Q1	$1.78K	Sell	21 -16	-43%	-$1.43K	﹤0.01%	1320
2024 Q4	$3.21K	Sell	37 -54	-59%	-$5.12K	﹤0.01%	1170
2024 Q3	$8.72K	Sell	91 -213	-70%	-$19.1K	﹤0.01%	974
2024 Q2	$26.6K	Hold	304	–	–	﹤0.01%	690
2024 Q1	$28.2K	Hold	304	–	–	﹤0.01%	642
2023 Q4	$26K	Hold	304	–	–	﹤0.01%	629
2023 Q3	$23.9K	Sell	304 -447	-60%	-$37.6K	﹤0.01%	656
2023 Q2	$64.4K	Sell	751 -748	-50%	-$61.1K	0.01%	442
2023 Q1	$127K	Buy	+1,499	New	+$129K	0.03%	303
2022 Q4	–	Sell	-1,499	Closed	-$105K	–	841
2022 Q3	$105K	Sell	1,499 -244	-14%	-$18.9K	0.03%	296
2022 Q2	$126K	Sell	1,743 -21	-1%	-$1.87K	0.03%	275
2022 Q1	$174K	Sell	1,764 -224	-11%	-$20.5K	0.04%	226
2021 Q4	$188K	Buy	1,988 +355	+22%	+$32.4K	0.04%	220
2021 Q3	$138K	Buy	1,633 +91	+6%	+$7.96K	0.03%	240
2021 Q2	$136K	Buy	+1,542	New	+$136K	0.03%	256

Other funds holding PYZ

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWM

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

TWM

Trueblood Wealth Management Lima, Ohio $256M AUM 19.59% 1-Year Est. Return

GPS Wealth Strategies Group's PYZ Position: Q4 2025 in Review

GPS Wealth Strategies Group held its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) position steady in Q4 2025 at 21 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

GPS Wealth Strategies Group first reported a position in PYZ in Q2 2021 and has held it in 18 quarters since. The position peaked at $188K in Q4 2021. 40 funds tracked by Wall St. Rank hold PYZ as of Q4 2025.

GPS Wealth Strategies Group held 21 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $2.32K as of Q4 2025.
GPS Wealth Strategies Group left its Invesco Dorsey Wright Basic Materials Momentum ETF share count unchanged in Q4 2025.
Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #531 holding.
GPS Wealth Strategies Group first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2021 and has held it in 18 quarters since.
GPS Wealth Strategies Group's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $188K in Q4 2021.
40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.