Northwestern Mutual Wealth Management’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Northwestern Mutual Wealth 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
2024 Q4	–	Sell	-10	Closed	-$958	–	3829
2024 Q3	$958	Buy	+10	New	+$897	﹤0.01%	3258
2023 Q2	–	Sell	-461	Closed	-$39.2K	–	3554
2023 Q1	$39.2K	Hold	461	–	–	﹤0.01%	2028
2022 Q4	$36.4K	Hold	461	–	–	﹤0.01%	2018
2022 Q3	$32K	Hold	461	–	–	﹤0.01%	2047
2022 Q2	$33K	Hold	461	–	–	﹤0.01%	2053
2022 Q1	$46K	Buy	+461	New	+$42.1K	﹤0.01%	1982
2016 Q1	–	Sell	-67	Closed	-$3K	–	2254
2015 Q4	$3K	Buy	+67	New	+$3.33K	﹤0.01%	1405

Other funds holding PYZ

Goldman Sachs New York $871B AUM 31.28% 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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Northwestern Mutual Wealth Management's PYZ Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2024, closing a stake of 10 shares — an estimated $958 sold.

Northwestern Mutual Wealth Management first reported a position in PYZ in Q4 2015 and held it in 7 quarters. The position peaked at $46K in Q1 2022. 32 funds tracked by Wall St. Rank hold PYZ as of Q4 2024.

Northwestern Mutual Wealth Management reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 10 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2024, an estimated $958.
Northwestern Mutual Wealth Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2015 and held it in 7 quarters.
Northwestern Mutual Wealth Management's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $46K in Q1 2022.
32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.