LifePlan Financial Group’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

LifePlan Financial 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
2020 Q3	$10K	Sell	185 -430	-70%	-$23.9K	﹤0.01%	410
2020 Q2	$31K	Hold	615	–	–	0.01%	285
2020 Q1	$25K	Hold	615	–	–	0.01%	288
2019 Q4	$39K	Hold	615	–	–	0.02%	276
2019 Q3	$36K	Hold	615	–	–	0.02%	281
2019 Q2	$37K	Buy	+615	New	+$36K	0.02%	276

Other funds holding PYZ

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CWM

Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

LifePlan Financial Group's PYZ Position: Q3 2020 in Review

LifePlan Financial Group reduced its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 70% in Q3 2020, selling an estimated $23.9K and leaving 185 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

LifePlan Financial Group first reported a position in PYZ in Q2 2019 and has held it in 6 quarters since. The position peaked at $39K in Q4 2019. 26 funds tracked by Wall St. Rank hold PYZ as of Q3 2020.

LifePlan Financial Group held 185 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $10K as of Q3 2020.
LifePlan Financial Group sold 430 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q3 2020, an estimated $23.9K.
Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #410 holding.
LifePlan Financial Group first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2019 and has held it in 6 quarters since.
LifePlan Financial Group's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $39K in Q4 2019.
26 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.