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 Q2	$2.8M	Buy	22,269 +333	+2%	+$42.5K	0.01%	1039
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

NewEdge Advisors's PYZ Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 1.5% in Q2 2026, buying an estimated $42.5K and bringing the position to 22,269 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #1039.

NewEdge Advisors first reported a position in PYZ in Q1 2023 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

NewEdge Advisors held 22,269 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $2.8M as of Q2 2026.
NewEdge Advisors bought 333 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $42.5K.
Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1039 holding.
NewEdge Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2023 and has held it in 3 quarters since.
38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.