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Laurel Wealth Advisors (North Carolina)’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-716
Closed -$78.8K – 524
2025
Q4 		$78.8K Buy
+716
New +$76.7K 0.01% 281
2025
Q2 		– Sell
-716
Closed -$60.7K – 548
2025
Q1 		$60.7K Hold
716
– – 0.01% 287
2024
Q4 		$62.1K Hold
716
– – 0.01% 287
2024
Q3 		$68.6K Hold
716
– – 0.01% 279
2024
Q2 		$62.6K Hold
716
– – 0.01% 272
2024
Q1 		$66.5K Hold
716
– – 0.01% 272
2023
Q4 		$61.2K Hold
716
– – 0.01% 268
2023
Q3 		$56.2K Hold
716
– – 0.01% 268
2023
Q2 		$61.3K Hold
716
– – 0.01% 268
2023
Q1 		$60.8K Hold
716
– – 0.01% 265
2022
Q4 		$56.6K Hold
716
– – 0.01% 249
2022
Q3 		$50K Hold
716
– – 0.01% 253
2022
Q2 		$52K Hold
716
– – 0.01% 253
2022
Q1 		$71K Hold
716
– – 0.01% 250
2021
Q4 		$68K Hold
716
– – 0.01% 249
2021
Q3 		$61K Buy
716
+1
+0.1% +$88 0.01% 257
2021
Q2 		$63K Hold
715
– – 0.01% 258
2021
Q1 		$59K Buy
715
+1
+0.1% +$78 0.01% 256
2020
Q4 		$51K Buy
714
+2
+0.3% +$129 0.01% 261
2020
Q3 		$40K Buy
712
+1
+0.1% +$56 0.01% 258
2020
Q2 		$36K Buy
711
+4
+0.6% +$191 0.01% 263
2020
Q1 		$29K Hold
707
– – 0.01% 262
2019
Q4 		$45K Hold
707
– – 0.01% 251
2019
Q3 		$41K Hold
707
– – 0.01% 254
2019
Q2 		$42K Hold
707
– – 0.01% 252
2019
Q1 		$42K Hold
707
– – 0.02% 243
2018
Q4 		$37K Buy
+707
New +$42.3K 0.01% 241

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

Laurel Wealth Advisors (North Carolina)'s PYZ Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2026, closing a stake of 716 shares — an estimated $78.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PYZ in Q4 2018 and held it in 27 quarters. The position peaked at $78.8K in Q4 2025. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 716 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2026, an estimated $78.8K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $78.8K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.