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SFG Wealth Management’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

SFG Wealth Management’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
Q1 		– Sell
-2,773
Closed -$219K – 90
2022
Q4 		$219K Buy
+2,773
New +$222K 0.27% 71

Other funds holding PYZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

SFG Wealth Management's PYZ Position: Q1 2023 in Review

SFG Wealth Management sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2023, closing a stake of 2,773 shares — an estimated $219K sold.

SFG Wealth Management first reported a position in PYZ in Q4 2022 and held it in 1 quarter. The position peaked at $219K in Q4 2022. 59 funds tracked by Wall St. Rank hold PYZ as of Q1 2023.

  • SFG Wealth Management reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • SFG Wealth Management sold 2,773 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2023, an estimated $219K.
  • SFG Wealth Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2022 and held it in 1 quarter.
  • SFG Wealth Management's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $219K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2023.

Based on SFG Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.