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

Heck Capital 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
Q1 		– Sell
-34,246
Closed -$3.24M – 135
2021
Q4 		$3.24M Buy
34,246
+2,991
+10% +$273K 0.59% 38
2021
Q3 		$2.65M Buy
31,255
+6,950
+29% +$608K 0.53% 42
2021
Q2 		$2.14M Buy
+24,305
New +$2.15M 0.42% 45

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Heck Capital Advisors's PYZ Position: Q1 2022 in Review

Heck Capital Advisors sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2022, closing a stake of 34,246 shares — an estimated $3.24M sold.

Heck Capital Advisors first reported a position in PYZ in Q2 2021 and held it in 3 quarters. The position peaked at $3.24M in Q4 2021. 58 funds tracked by Wall St. Rank hold PYZ as of Q1 2022.

  • Heck Capital Advisors reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Heck Capital Advisors sold 34,246 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2022, an estimated $3.24M.
  • Heck Capital Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2021 and held it in 3 quarters.
  • Heck Capital Advisors's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $3.24M in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2022.

Based on Heck Capital Advisors's 13F filing for Q1 2022, filed 19 May 2025.