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
Q2 		– Sell
-47,370
Closed -$5.68M – 3172
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Janney Montgomery Scott's PYZ Position: Q2 2026 in Review

Janney Montgomery Scott sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2026, closing a stake of 47,370 shares — an estimated $5.68M sold.

Janney Montgomery Scott first reported a position in PYZ in Q3 2016 and held it in 16 quarters. The position peaked at $6.37M in Q2 2023. 38 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

  • Janney Montgomery Scott reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 47,370 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $5.68M.
  • Janney Montgomery Scott first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q3 2016 and held it in 16 quarters.
  • Janney Montgomery Scott's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $6.37M in Q2 2023.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.