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
Q2 		$697K Buy
5,536
+106
+2% +$13.5K 0.23% 76
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

Maltin Wealth Management's PYZ Position: Q2 2026 in Review

Maltin Wealth Management increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 2% in Q2 2026, buying an estimated $13.5K and bringing the position to 5,536 shares worth $697K. The position accounts for 0.23% of the portfolio, ranked #76.

Maltin Wealth Management first reported a position in PYZ in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.59M in Q1 2022. 38 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

  • Maltin Wealth Management held 5,536 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $697K as of Q2 2026.
  • Maltin Wealth Management bought 106 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $13.5K.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.23% of Maltin Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Maltin Wealth Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2019 and has held it in 20 quarters since.
  • Maltin Wealth Management's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $1.59M in Q1 2022.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.