MWM
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Maltin Wealth Management’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Maltin Wealth 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 		$651K Sell
5,430
-78
-1% -$9.66K 0.25% 72
2025
Q4 		$607K Buy
5,508
+141
+3% +$15.1K 0.24% 76
2025
Q3 		$568K Buy
5,367
+8
+0.1% +$810 0.24% 76
2025
Q2 		$498K Sell
5,359
-204
-4% -$17.6K 0.22% 80
2025
Q1 		$472K Buy
5,563
+286
+5% +$25.5K 0.22% 82
2024
Q4 		$458K Buy
5,277
+14
+0.3% +$1.33K 0.22% 83
2024
Q3 		$504K Buy
5,263
+13
+0.2% +$1.17K 0.25% 76
2024
Q2 		$459K Buy
5,250
+216
+4% +$19.5K 0.25% 76
2024
Q1 		$468K Buy
5,034
+294
+6% +$25K 0.26% 76
2023
Q4 		$405K Sell
4,740
-208
-4% -$16.4K 0.26% 79
2023
Q3 		$389K Buy
4,948
+899
+22% +$75.6K 0.27% 79
2023
Q2 		$347K Buy
4,049
+416
+11% +$34K 0.25% 79
2023
Q1 		$309K Buy
3,633
+456
+14% +$39.4K 0.22% 82
2022
Q4 		$251K Buy
+3,177
New +$254K 0.18% 90
2022
Q2 		– Sell
-16,081
Closed -$1.59M – 128
2022
Q1 		$1.59M Buy
16,081
+5,096
+46% +$465K 1.05% 33
2021
Q4 		$1.04M Buy
10,985
+4,878
+80% +$445K 0.62% 46
2021
Q3 		$518K Buy
6,107
+310
+5% +$27.1K 0.32% 68
2021
Q2 		$510K Buy
+5,797
New +$513K 0.31% 69
2020
Q1 		– Sell
-1,653
Closed -$104K – 120
2019
Q4 		$104K Buy
+1,653
New +$98.9K 0.07% 83

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

Maltin Wealth Management's PYZ Position: Q1 2026 in Review

Maltin Wealth Management reduced its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 1.4% in Q1 2026, selling an estimated $9.66K and leaving 5,430 shares worth $651K. The position accounts for 0.25% of the portfolio, ranked #72.

Maltin Wealth Management first reported a position in PYZ in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.59M in Q1 2022. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

  • Maltin Wealth Management held 5,430 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $651K as of Q1 2026.
  • Maltin Wealth Management sold 78 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2026, an estimated $9.66K.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.25% of Maltin Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Maltin Wealth Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2019 and has held it in 19 quarters since.
  • Maltin Wealth Management's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $1.59M in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on Maltin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.