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

Optimum Investment 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
2015
Q1 		$16K Buy
+300
New +$16K 0.01% 736

Other funds holding PYZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Optimum Investment Advisors's PYZ Position: Q1 2015 in Review

Optimum Investment Advisors opened a new position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2015: 300 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #736 among its holdings.

32 funds tracked by Wall St. Rank hold PYZ as of Q1 2015.

  • Optimum Investment Advisors held 300 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $16K as of Q1 2015.
  • Invesco Dorsey Wright Basic Materials Momentum ETF was a new Optimum Investment Advisors position in Q1 2015.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #736 holding.
  • 32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.