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Legacy Capital Group California’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Legacy Capital Group California’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
2023
Q2 		– Sell
-16,839
Closed -$1.43M – 288
2023
Q1 		$1.43M Buy
+16,839
New +$1.45M 0.7% 32

Other funds holding PYZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Legacy Capital Group California's PYZ Position: Q2 2023 in Review

Legacy Capital Group California sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2023, closing a stake of 16,839 shares — an estimated $1.43M sold.

Legacy Capital Group California first reported a position in PYZ in Q1 2023 and held it in 1 quarter. The position peaked at $1.43M in Q1 2023. 52 funds tracked by Wall St. Rank hold PYZ as of Q2 2023.

  • Legacy Capital Group California reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 16,839 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2023, an estimated $1.43M.
  • Legacy Capital Group California first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Group California's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $1.43M in Q1 2023.
  • 52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2023.

Based on Legacy Capital Group California's 13F filing for Q2 2023, filed 10 Aug 2023.