NA
PYZ icon

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

NewEdge 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 		$2.63M Buy
+21,936
New +$2.72M 0.01% 961
2023
Q2 		– Sell
-22
Closed -$1.87K – 3608
2023
Q1 		$1.87K Buy
+22
New +$1.9K ﹤0.01% 3046

Other funds holding PYZ

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors's PYZ Position: Q1 2026 in Review

NewEdge Advisors opened a new position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2026: 21,936 shares worth $2.63M. The stake represents 0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in PYZ as recently as Q1 2023.

NewEdge Advisors first reported a position in PYZ in Q1 2023 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

  • NewEdge Advisors held 21,936 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $2.63M as of Q1 2026.
  • Invesco Dorsey Wright Basic Materials Momentum ETF was a new NewEdge Advisors position in Q1 2026.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #961 holding.
  • NewEdge Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2023 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.