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 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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mason Investment Advisory Services's PYZ Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 0.1% in Q1 2026, buying an estimated $248 and bringing the position to 1,931 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #71.

Mason Investment Advisory Services first reported a position in PYZ in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

Mason Investment Advisory Services held 1,931 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $231K as of Q1 2026.
Mason Investment Advisory Services bought 2 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2026, an estimated $248.
Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q1 2026, its #71 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 3 quarters since.
40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.