Mason Investment Advisory Services’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Mason Investment Advisory Services’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	$241K	Sell	1,912 -19	-1%	-$2.42K	0.01%	77
2026 Q1	$231K	Buy	1,931 +2	+0.1%	+$248	0.01%	71
2025 Q4	$212K	Buy	1,929 +3	+0.2%	+$321	0.01%	76
2025 Q3	$204K	Buy	+1,926	New	+$195K	0.01%	80

Other funds holding PYZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Mason Investment Advisory Services's PYZ Position: Q2 2026 in Review

Mason Investment Advisory Services reduced its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 0.98% in Q2 2026, selling an estimated $2.42K and leaving 1,912 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #77.

Mason Investment Advisory Services first reported a position in PYZ in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

Mason Investment Advisory Services held 1,912 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $241K as of Q2 2026.
Mason Investment Advisory Services sold 19 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $2.42K.
Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q2 2026, its #77 holding.
Mason Investment Advisory Services first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q3 2025 and has held it in 4 quarters since.
38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.