Independent Financial Group’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Independent Financial 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
2023 Q4	–	Sell	-4,606	Closed	-$362K	–	997
2023 Q3	$362K	Sell	4,606 -320	-6%	-$26.9K	0.02%	590
2023 Q2	$422K	Sell	4,926 -83	-2%	-$6.78K	0.03%	526
2023 Q1	$426K	Buy	5,009 +255	+5%	+$22K	0.03%	496
2022 Q4	$376K	Buy	4,754 +161	+4%	+$12.9K	0.03%	503
2022 Q3	$321K	Buy	4,593 +803	+21%	+$62.2K	0.03%	520
2022 Q2	$274K	Buy	3,790 +665	+21%	+$59.2K	0.03%	526
2022 Q1	$309K	Buy	3,125 +77	+3%	+$7.03K	0.03%	587
2021 Q4	$288K	Buy	3,048 +76	+3%	+$6.94K	0.02%	612
2021 Q3	$252K	Buy	2,972 +132	+5%	+$11.6K	0.03%	588
2021 Q2	$250K	Buy	+2,840	New	+$251K	0.03%	588

Other funds holding PYZ

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CWM

Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Independent Financial Group's PYZ Position: Q4 2023 in Review

Independent Financial Group sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2023, closing a stake of 4,606 shares — an estimated $362K sold.

Independent Financial Group first reported a position in PYZ in Q2 2021 and held it in 10 quarters. The position peaked at $426K in Q1 2023. 41 funds tracked by Wall St. Rank hold PYZ as of Q4 2023.

Independent Financial Group reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2023 after selling out during the quarter.
Independent Financial Group sold 4,606 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2023, an estimated $362K.
Independent Financial Group first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2021 and held it in 10 quarters.
Independent Financial Group's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $426K in Q1 2023.
41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.