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Kowal Investment Group’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-350
Closed -$30K – 732
2021
Q3 		$30K Buy
+350
New +$30.6K 0.01% 316

Other funds holding PYZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kowal Investment Group's PYZ Position: Q4 2021 in Review

Kowal Investment Group sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2021, closing a stake of 350 shares — an estimated $30K sold.

Kowal Investment Group first reported a position in PYZ in Q3 2021 and held it in 1 quarter. The position peaked at $30K in Q3 2021. 53 funds tracked by Wall St. Rank hold PYZ as of Q4 2021.

  • Kowal Investment Group reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 350 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2021, an estimated $30K.
  • Kowal Investment Group first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $30K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.