Prospera Financial Services’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Prospera Financial Services’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	-2,764	Closed	-$218K	–	1100
2023 Q3	$218K	Sell	2,764 -139	-5%	-$11.7K	0.01%	918
2023 Q2	$249K	Buy	+2,903	New	+$237K	0.01%	878
2021 Q4	–	Sell	-8,035	Closed	-$681K	–	897
2021 Q3	$681K	Buy	8,035 +1,968	+32%	+$172K	0.03%	447
2021 Q2	$534K	Buy	+6,067	New	+$537K	0.03%	518
2014 Q4	–	Sell	-6,682	Closed	-$369K	–	312
2014 Q3	$369K	Buy	6,682 +447	+7%	+$25.2K	0.1%	163
2014 Q2	$345K	Buy	6,235 +1,129	+22%	+$60.2K	0.09%	177
2014 Q1	$269K	Buy	+5,106	New	+$261K	0.09%	185

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

Prospera Financial Services's PYZ Position: Q4 2023 in Review

Prospera Financial Services sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2023, closing a stake of 2,764 shares — an estimated $218K sold.

Prospera Financial Services first reported a position in PYZ in Q1 2014 and held it in 7 quarters. The position peaked at $681K in Q3 2021. 41 funds tracked by Wall St. Rank hold PYZ as of Q4 2023.

Prospera Financial Services reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2023 after selling out during the quarter.
Prospera Financial Services sold 2,764 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2023, an estimated $218K.
Prospera Financial Services first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2014 and held it in 7 quarters.
Prospera Financial Services's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $681K in Q3 2021.
41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.