Johnson Financial Group Inc (Wisconsin)’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2015 Q2	–	Sell	-1	Closed	-$54	–	915
2015 Q1	$0	Sell	1 -508	-100%	-$27.2K	﹤0.01%	861
2014 Q4	$27K	Buy	+509	New	+$27K	0.01%	555

Other funds holding PYZ

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Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PYZ Position: Q2 2015 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2015, closing a stake of 1 share — an estimated $54 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PYZ in Q4 2014 and held it in 2 quarters. The position peaked at $27K in Q4 2014. 22 funds tracked by Wall St. Rank hold PYZ as of Q2 2015.

Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q2 2015 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1 Invesco Dorsey Wright Basic Materials Momentum ETF share in Q2 2015, an estimated $54.
Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2014 and held it in 2 quarters.
Johnson Financial Group Inc (Wisconsin)'s Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $27K in Q4 2014.
22 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2015.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2015, filed 11 Aug 2015.