Nilsine Partners’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Nilsine Partners’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
2023 Q4	–	Sell	-15,173	Closed	-$1.19M	–	359
2023 Q3	$1.19M	Buy	15,173 +226	+2%	+$19K	0.18%	140
2023 Q2	$1.28M	Sell	14,947 -211	-1%	-$17.2K	0.19%	135
2023 Q1	$1.29M	Buy	+15,158	New	+$1.31M	0.2%	129

Other funds holding PYZ

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CWM

Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Nilsine Partners's PYZ Position: Q4 2023 in Review

Nilsine Partners sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2023, closing a stake of 15,173 shares — an estimated $1.19M sold.

Nilsine Partners first reported a position in PYZ in Q1 2023 and held it in 3 quarters. The position peaked at $1.29M in Q1 2023. 41 funds tracked by Wall St. Rank hold PYZ as of Q4 2023.

Nilsine Partners reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2023 after selling out during the quarter.
Nilsine Partners sold 15,173 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2023, an estimated $1.19M.
Nilsine Partners first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2023 and held it in 3 quarters.
Nilsine Partners's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $1.29M in Q1 2023.
41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2023.

Based on Nilsine Partners's 13F filing for Q4 2023, filed 24 Jan 2024.