KFS
PYZ icon

KMS Financial Services’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

KMS Financial 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
2014
Q3 		$861K Buy
15,579
+170
+1% +$9.57K 0.12% 176
2014
Q2 		$852K Buy
+15,409
New +$822K 0.12% 176

Other funds holding PYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KMS Financial Services's PYZ Position: Q3 2014 in Review

KMS Financial Services increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 1.1% in Q3 2014, buying an estimated $9.57K and bringing the position to 15,579 shares worth $861K. The position accounts for 0.12% of the portfolio, ranked #176.

KMS Financial Services first reported a position in PYZ in Q2 2014 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold PYZ as of Q3 2014.

  • KMS Financial Services held 15,579 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $861K as of Q3 2014.
  • KMS Financial Services bought 170 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q3 2014, an estimated $9.57K.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.12% of KMS Financial Services's portfolio in Q3 2014, its #176 holding.
  • KMS Financial Services first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2014 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 Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.