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Institutional & Family Asset Management’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Institutional & Family Asset Management’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
-15
Closed -$1K – 823
2021
Q4 		$1K Buy
+15
New +$1.37K ﹤0.01% 751

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 $21.3B AUM 22.13% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Institutional & Family Asset Management's PYZ Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2022, closing a stake of 15 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in PYZ in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 58 funds tracked by Wall St. Rank hold PYZ as of Q1 2022.

  • Institutional & Family Asset Management reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 15 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2022, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $1K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.