Horizon Bancorp’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Horizon Bancorp’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	$20K	Hold	157	–	–	0.01%	139
2026 Q1	$19K	Hold	157	–	–	0.01%	141
2025 Q4	$17K	Hold	157	–	–	0.01%	140
2025 Q3	$17K	Hold	157	–	–	0.01%	140
2025 Q2	$15K	Hold	157	–	–	0.01%	169
2025 Q1	$13K	Sell	157 -352	-69%	-$31.3K	0.01%	142
2024 Q4	$44K	Hold	509	–	–	0.02%	122
2024 Q3	$49K	Sell	509 -108	-18%	-$9.69K	0.02%	129
2024 Q2	$54K	Sell	617 -109	-15%	-$9.81K	0.03%	122
2024 Q1	$67K	Sell	726 -30	-4%	-$2.55K	0.03%	123
2023 Q4	$65K	Hold	756	–	–	0.03%	122
2023 Q3	$59K	Buy	+756	New	+$63.6K	0.04%	117
2023 Q2	–	Sell	-1,086	Closed	-$92K	–	245
2023 Q1	$92K	Hold	1,086	–	–	0.06%	75
2022 Q4	$86K	Buy	+1,086	New	+$87K	0.05%	109
2020 Q3	$92K	Hold	1,654	–	–	0.13%	143
2020 Q2	$84K	Sell	1,654 -290	-15%	-$13.9K	0.09%	146
2020 Q1	$80K	Sell	1,944 -208	-10%	-$11.2K	0.12%	155
2019 Q4	$135K	Buy	+2,152	New	+$129K	0.13%	163

Other funds holding PYZ

LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 1-Year Est. Return

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

MCM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

MWM

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

Horizon Bancorp's PYZ Position: Q2 2026 in Review

Horizon Bancorp held its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) position steady in Q2 2026 at 157 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #139.

Horizon Bancorp first reported a position in PYZ in Q4 2019 and has held it in 18 quarters since. The position peaked at $135K in Q4 2019. 38 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

Horizon Bancorp held 157 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $20K as of Q2 2026.
Horizon Bancorp left its Invesco Dorsey Wright Basic Materials Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.01% of Horizon Bancorp's portfolio in Q2 2026, its #139 holding.
Horizon Bancorp first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2019 and has held it in 18 quarters since.
Horizon Bancorp's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $135K in Q4 2019.
38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on Horizon Bancorp's 13F filing for Q2 2026, filed 4 Aug 2026.