Park Square Financial Group’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Park Square Financial Group’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
2025 Q3	–	Sell	-6	Closed	-$557	–	788
2025 Q2	$557	Hold	6	–	–	﹤0.01%	972
2025 Q1	$509	Hold	6	–	–	﹤0.01%	931
2024 Q4	$521	Buy	+6	New	+$568	﹤0.01%	925

Other funds holding PYZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

MWM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $256M AUM 19.59% 1-Year Est. Return

Park Square Financial Group's PYZ Position: Q3 2025 in Review

Park Square Financial Group sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q3 2025, closing a stake of 6 shares — an estimated $557 sold.

Park Square Financial Group first reported a position in PYZ in Q4 2024 and held it in 3 quarters. The position peaked at $557 in Q2 2025. 31 funds tracked by Wall St. Rank hold PYZ as of Q3 2025.

Park Square Financial Group reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 6 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q3 2025, an estimated $557.
Park Square Financial Group first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $557 in Q2 2025.
31 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.