MCM
PYZ icon

MAI Capital Management’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

MAI Capital Management’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 		$1.17M Hold
9,725
– – 0.01% 721
2025
Q4 		$1.07M Hold
9,725
– – 0.01% 716
2025
Q3 		$1.03M Sell
9,725
-200
-2% -$20.2K 0.01% 696
2025
Q2 		$922K Sell
9,925
-175
-2% -$15.1K 0.01% 675
2025
Q1 		$856K Hold
10,100
– – 0.01% 667
2024
Q4 		$876K Buy
+10,100
New +$957K 0.01% 673

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 $376B 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
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 $761B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return