McIlrath & Eck’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

McIlrath & Eck’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
2021 Q3	–	Sell	-325	Closed	-$29K	–	826
2021 Q2	$29K	Hold	325	–	–	0.01%	322
2021 Q1	$27K	Hold	325	–	–	0.01%	294
2020 Q4	$23K	Hold	325	–	–	0.01%	282
2020 Q3	$18K	Hold	325	–	–	0.01%	284
2020 Q2	$17K	Hold	325	–	–	0.01%	274
2020 Q1	$13K	Hold	325	–	–	0.01%	266
2019 Q4	$20K	Hold	325	–	–	0.01%	241
2019 Q3	$19K	Hold	325	–	–	0.01%	225
2019 Q2	$19K	Hold	325	–	–	0.01%	203
2019 Q1	$19K	Hold	325	–	–	0.01%	203
2018 Q4	$17K	Hold	325	–	–	0.01%	208
2018 Q3	$22K	Hold	325	–	–	0.01%	198
2018 Q2	$22K	Hold	325	–	–	0.01%	191
2018 Q1	$22K	Hold	325	–	–	0.01%	176
2017 Q4	$23K	Buy	+325	New	+$22K	0.01%	179

Other funds holding PYZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

McIlrath & Eck's PYZ Position: Q3 2021 in Review

McIlrath & Eck sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q3 2021, closing a stake of 325 shares — an estimated $29K sold.

McIlrath & Eck first reported a position in PYZ in Q4 2017 and held it in 15 quarters. The position peaked at $29K in Q2 2021. 58 funds tracked by Wall St. Rank hold PYZ as of Q3 2021.

McIlrath & Eck reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q3 2021 after selling out during the quarter.
McIlrath & Eck sold 325 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q3 2021, an estimated $29K.
McIlrath & Eck first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2017 and held it in 15 quarters.
McIlrath & Eck's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $29K in Q2 2021.
58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q3 2021.

Based on McIlrath & Eck's 13F filing for Q3 2021, filed 12 Nov 2021.