Investors Asset Management of Georgia’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Investors Asset Management of Georgia’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	-150	Closed	-$10K	–	429
2022 Q3	$10K	Hold	150	–	–	0.01%	465
2022 Q2	$11K	Buy	+150	New	+$13.3K	0.01%	393

Other funds holding PYZ

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $51.6B AUM 27.34% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Investors Asset Management of Georgia's PYZ Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2022, closing a stake of 150 shares — an estimated $10K sold.

Investors Asset Management of Georgia first reported a position in PYZ in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 54 funds tracked by Wall St. Rank hold PYZ as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 150 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2022, an estimated $10K.
Investors Asset Management of Georgia first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $11K in Q2 2022.
54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.