Quad-Cities Investment Group’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-200	Closed	-$12K	–	569
2019 Q3	$12K	Hold	200	–	–	0.01%	575
2019 Q2	$12K	Hold	200	–	–	0.01%	586
2019 Q1	$12K	Hold	200	–	–	0.01%	574
2018 Q4	$11K	Hold	200	–	–	0.01%	581
2018 Q3	$14K	Hold	200	–	–	0.01%	577
2018 Q2	$14K	Buy	+200	New	+$13.9K	0.01%	581

Other funds holding PYZ

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWM

Concentric Wealth Management Lafayette, California $410M AUM 31.52% 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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Quad-Cities Investment Group's PYZ Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2019, closing a stake of 200 shares — an estimated $12K sold.

Quad-Cities Investment Group first reported a position in PYZ in Q2 2018 and held it in 6 quarters. The position peaked at $14K in Q3 2018. 30 funds tracked by Wall St. Rank hold PYZ as of Q4 2019.

Quad-Cities Investment Group reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 200 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2019, an estimated $12K.
Quad-Cities Investment Group first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $14K in Q3 2018.
30 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.