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John Overdeck’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

John Overdeck’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 		$529K Buy
+4,200
New +$536K ﹤0.01% 4121
2024
Q1 		– Sell
-5,000
Closed -$428K – 3316
2023
Q4 		$428K Buy
+5,000
New +$393K ﹤0.01% 2540

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 40.91% 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

John Overdeck's PYZ Position: Q2 2026 in Review

John Overdeck opened a new position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2026: 4,200 shares worth $529K. The stake represents ﹤0.01% of the portfolio and ranks #4121 among its holdings. This is a return to the name: John Overdeck previously reported a position in PYZ as recently as Q4 2023.

John Overdeck first reported a position in PYZ in Q4 2023 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

  • John Overdeck held 4,200 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $529K as of Q2 2026.
  • Invesco Dorsey Wright Basic Materials Momentum ETF was a new John Overdeck position in Q2 2026.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4121 holding.
  • John Overdeck first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2023 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.