MTM Investment Management’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

MTM Investment 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 Q1	$10.4K	Hold	87	–	–	﹤0.01%	516
2025 Q4	$9.58K	Hold	87	–	–	﹤0.01%	535
2025 Q3	$9.21K	Hold	87	–	–	﹤0.01%	545
2025 Q2	$8.08K	Hold	87	–	–	﹤0.01%	561
2025 Q1	$7.38K	Hold	87	–	–	﹤0.01%	261
2024 Q4	$7.55K	Hold	87	–	–	﹤0.01%	253
2024 Q3	$8.23K	Hold	87	–	–	﹤0.01%	254
2024 Q2	$7.61K	Hold	87	–	–	﹤0.01%	249
2024 Q1	$8.08K	Hold	87	–	–	﹤0.01%	266
2023 Q4	$7.44K	Hold	87	–	–	﹤0.01%	244
2023 Q3	$6.83K	Hold	87	–	–	﹤0.01%	236
2023 Q2	$7.46K	Hold	87	–	–	﹤0.01%	245
2023 Q1	$7.4K	Hold	87	–	–	﹤0.01%	247
2022 Q4	$6.88K	Hold	87	–	–	﹤0.01%	249
2022 Q3	$6K	Hold	87	–	–	﹤0.01%	245
2022 Q2	$6K	Hold	87	–	–	﹤0.01%	253
2022 Q1	$9K	Hold	87	–	–	﹤0.01%	263
2021 Q4	$8K	Hold	87	–	–	﹤0.01%	268
2021 Q3	$7K	Buy	+87	New	+$7.61K	﹤0.01%	250

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 $38.8B AUM 21.88% 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

MTM Investment Management's PYZ Position: Q1 2026 in Review

MTM Investment Management held its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) position steady in Q1 2026 at 87 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

MTM Investment Management first reported a position in PYZ in Q3 2021 and has held it in 19 quarters since. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

MTM Investment Management held 87 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $10.4K as of Q1 2026.
MTM Investment Management left its Invesco Dorsey Wright Basic Materials Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q1 2026, its #516 holding.
MTM Investment Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q3 2021 and has held it in 19 quarters since.
40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.