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

IFP 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 Q4	–	Sell	-116	Closed	-$8K	–	4784
2022 Q3	$8K	Hold	116	–	–	﹤0.01%	3794
2022 Q2	$8K	Hold	116	–	–	﹤0.01%	3547
2022 Q1	$8K	Buy	+116	New	+$10.6K	﹤0.01%	3546
2021 Q4	–	Sell	-561	Closed	-$48K	–	3464
2021 Q3	$48K	Buy	561 +25	+5%	+$2.19K	﹤0.01%	1597
2021 Q2	$47K	Buy	+536	New	+$47.4K	﹤0.01%	1554
2017 Q4	–	Sell	-300	Closed	-$20K	–	4052
2017 Q3	$20K	Buy	+300	New	+$18.9K	﹤0.01%	2591
2016 Q4	–	Sell	-135	Closed	-$8K	–	4102
2016 Q3	$8K	Sell	135 -165	-55%	-$9.57K	﹤0.01%	2989
2016 Q2	$16K	Buy	+300	New	+$15.9K	﹤0.01%	2495

Other funds holding PYZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TFA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFP Advisors's PYZ Position: Q4 2022 in Review

IFP Advisors sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2022, closing a stake of 116 shares — an estimated $8K sold.

IFP Advisors first reported a position in PYZ in Q2 2016 and held it in 8 quarters. The position peaked at $48K in Q3 2021. 54 funds tracked by Wall St. Rank hold PYZ as of Q4 2022.

IFP Advisors reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 116 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2022, an estimated $8K.
IFP Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2016 and held it in 8 quarters.
IFP Advisors's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $48K in Q3 2021.
54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.