Pacific Sun Financial’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Pacific Sun Financial’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	$445K	Sell	3,540 -20	-0.6%	-$2.55K	0.18%	146
2026 Q1	$427K	Hold	3,560	–	–	0.21%	133
2025 Q4	$392K	Sell	3,560 -150	-4%	-$16.1K	0.19%	145
2025 Q3	$393K	Sell	3,710 -110	-3%	-$11.1K	0.19%	136
2025 Q2	$354K	Sell	3,820 -480	-11%	-$41.3K	0.19%	140
2025 Q1	$364K	Sell	4,300 -50	-1%	-$4.45K	0.21%	136
2024 Q4	$377K	Sell	4,350 -80	-2%	-$7.58K	0.21%	131
2024 Q3	$425K	Sell	4,430 -50	-1%	-$4.49K	0.23%	118
2024 Q2	$392K	Sell	4,480 -10	-0.2%	-$901	0.23%	119
2024 Q1	$417K	Sell	4,490 -110	-2%	-$9.35K	0.24%	121
2023 Q4	$394K	Sell	4,600 -280	-6%	-$22K	0.25%	116
2023 Q3	$383K	Sell	4,880 -280	-5%	-$23.5K	0.27%	112
2023 Q2	$439K	Buy	+5,160	New	+$421K	0.29%	106
2022 Q4	$411K	Sell	5,195 -50	-1%	-$4K	0.29%	107
2022 Q3	$366K	Sell	5,245 -250	-5%	-$19.4K	0.26%	118
2022 Q2	$397K	Sell	5,495 -170	-3%	-$15.1K	0.26%	118
2022 Q1	$560K	Sell	5,665 -15	-0.3%	-$1.37K	0.31%	98
2021 Q4	$537K	Hold	5,680	–	–	0.29%	103
2021 Q3	$481K	Buy	+5,680	New	+$497K	0.28%	104
2020 Q3	$396K	Sell	7,140 -430	-6%	-$23.9K	0.33%	91
2020 Q2	$386K	Sell	7,570 -350	-4%	-$16.7K	0.35%	92
2020 Q1	$325K	Sell	7,920 -30	-0.4%	-$1.61K	0.37%	89
2019 Q4	$500K	Sell	7,950 -720	-8%	-$43.1K	0.44%	78
2019 Q3	$505K	Hold	8,670	–	–	0.48%	75
2019 Q2	$521K	Buy	+8,670	New	+$508K	0.5%	71
2018 Q2	$585K	Buy	8,340 +90	+1%	+$6.24K	0.6%	58
2018 Q1	$547K	Buy	+8,250	New	+$579K	0.72%	49

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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

Pacific Sun Financial's PYZ Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 0.56% in Q2 2026, selling an estimated $2.55K and leaving 3,540 shares worth $445K. The position accounts for 0.18% of the portfolio, ranked #146.

Pacific Sun Financial first reported a position in PYZ in Q1 2018 and has held it in 27 quarters since. The position peaked at $585K in Q2 2018. 38 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

Pacific Sun Financial held 3,540 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $445K as of Q2 2026.
Pacific Sun Financial sold 20 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $2.55K.
Invesco Dorsey Wright Basic Materials Momentum ETF made up 0.18% of Pacific Sun Financial's portfolio in Q2 2026, its #146 holding.
Pacific Sun Financial first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2018 and has held it in 27 quarters since.
Pacific Sun Financial's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $585K in Q2 2018.
38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.