Householder Group Estate & Retirement Specialist’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$22K	Buy	255 +1	+0.4%	+$95	0.02%	280
2024 Q3	$24K	Buy	254 +1	+0.4%	+$90	0.01%	649
2024 Q2	$22K	Buy	253 +1	+0.4%	+$90	0.01%	665
2024 Q1	$23.5K	Hold	252	–	–	0.01%	640
2023 Q4	$21K	Buy	252 +1	+0.4%	+$79	0.01%	638
2023 Q3	$19.7K	Buy	+251	New	+$21.1K	0.01%	650
2023 Q1	$21K	Buy	+250	New	+$21.6K	0.01%	627
2022 Q4	–	Sell	-248	Closed	-$17K	–	908
2022 Q3	$17K	Buy	+248	New	+$19.2K	0.01%	615

Other funds holding PYZ

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PYZ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 0.39% in Q4 2024, buying an estimated $95 and bringing the position to 255 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #280.

Householder Group Estate & Retirement Specialist first reported a position in PYZ in Q3 2022 and has held it in 8 quarters since. The position peaked at $24K in Q3 2024. 32 funds tracked by Wall St. Rank hold PYZ as of Q4 2024.

Householder Group Estate & Retirement Specialist held 255 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $22K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 1 Invesco Dorsey Wright Basic Materials Momentum ETF share in Q4 2024, an estimated $95.
Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #280 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $24K in Q3 2024.
32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.