Janney Montgomery Scott
PYZ icon

Janney Montgomery Scott’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Janney Montgomery Scott’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
2026
Q1 		$5.68M Buy
47,370
+4,778
+11% +$592K 0.01% 793
2025
Q4 		$4.69M Buy
+42,592
New +$4.56M 0.01% 929
2024
Q2 		– Sell
-2,678
Closed -$249K – 2777
2024
Q1 		$249K Sell
2,678
-12,736
-83% -$1.08M ﹤0.01% 2448
2023
Q4 		$1.32M Sell
15,414
-60,251
-80% -$4.74M ﹤0.01% 1305
2023
Q3 		$5.94M Buy
75,665
+1,333
+2% +$112K 0.02% 611
2023
Q2 		$6.37M Buy
74,332
+8,698
+13% +$710K 0.02% 613
2023
Q1 		$5.58M Buy
65,634
+6,739
+11% +$582K 0.02% 607
2022
Q4 		$4.66M Buy
58,895
+54,917
+1,381% +$4.4M 0.02% 702
2022
Q3 		$278K Sell
3,978
-65,397
-94% -$5.07M ﹤0.01% 2065
2022
Q2 		$5.05M Buy
69,375
+8,707
+14% +$775K 0.02% 599
2022
Q1 		$5.99M Buy
+60,668
New +$5.54M 0.03% 542
2021
Q4 		– Sell
-60,931
Closed -$5.16M – 2418
2021
Q3 		$5.16M Buy
60,931
+1,269
+2% +$111K 0.02% 582
2021
Q2 		$5.25M Buy
59,662
+11,569
+24% +$1.02M 0.02% 570
2021
Q1 		$3.99M Buy
48,093
+19,955
+71% +$1.55M 0.02% 626
2020
Q4 		$2.01M Buy
+28,138
New +$1.81M 0.01% 869
2016
Q4 		– Sell
-63,775
Closed -$3.7M – 1718
2016
Q3 		$3.7M Buy
+63,775
New +$3.7M 0.07% 292

Other funds holding PYZ

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott's PYZ Position: Q1 2026 in Review

Janney Montgomery Scott increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 11% in Q1 2026, buying an estimated $592K and bringing the position to 47,370 shares worth $5.68M. The position accounts for 0.01% of the portfolio, ranked #793.

Janney Montgomery Scott first reported a position in PYZ in Q3 2016 and has held it in 16 quarters since. The position peaked at $6.37M in Q2 2023. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

  • Janney Montgomery Scott held 47,370 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $5.68M as of Q1 2026.
  • Janney Montgomery Scott bought 4,778 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2026, an estimated $592K.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #793 holding.
  • Janney Montgomery Scott first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q3 2016 and has held it in 16 quarters since.
  • Janney Montgomery Scott's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $6.37M in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.