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Kestra Advisory Services’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Kestra Advisory Services’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 		– Sell
-671
Closed -$73.9K – 4113
2025
Q4 		$73.9K Buy
+671
New +$71.9K ﹤0.01% 3664

Other funds holding PYZ

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $38.8B AUM 21.88% 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

Kestra Advisory Services's PYZ Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2026, closing a stake of 671 shares — an estimated $73.9K sold.

Kestra Advisory Services first reported a position in PYZ in Q4 2025 and held it in 1 quarter. The position peaked at $73.9K in Q4 2025. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

  • Kestra Advisory Services reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 671 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2026, an estimated $73.9K.
  • Kestra Advisory Services first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $73.9K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.