MCA
PYZ icon

McGuire Capital Advisors’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

McGuire Capital Advisors’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 		– Sell
-40
Closed -$4.41K – 970
2025
Q4 		$4.41K Buy
+40
New +$4.29K ﹤0.01% 549

Other funds holding PYZ

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

McGuire Capital Advisors's PYZ Position: Q1 2026 in Review

McGuire Capital Advisors sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2026, closing a stake of 40 shares — an estimated $4.41K sold.

McGuire Capital Advisors first reported a position in PYZ in Q4 2025 and held it in 1 quarter. The position peaked at $4.41K in Q4 2025. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

  • McGuire Capital Advisors reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • McGuire Capital Advisors sold 40 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2026, an estimated $4.41K.
  • McGuire Capital Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2025 and held it in 1 quarter.
  • McGuire Capital Advisors's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $4.41K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on McGuire Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.