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Sigma Planning Corp’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Sigma Planning Corp’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
2021
Q4 		– Sell
-27,288
Closed -$2.31M – 1448
2021
Q3 		$2.31M Buy
27,288
+5,736
+27% +$502K 0.07% 292
2021
Q2 		$1.9M Buy
+21,552
New +$1.91M 0.06% 348

Other funds holding PYZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sigma Planning Corp's PYZ Position: Q4 2021 in Review

Sigma Planning Corp sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2021, closing a stake of 27,288 shares — an estimated $2.31M sold.

Sigma Planning Corp first reported a position in PYZ in Q2 2021 and held it in 2 quarters. The position peaked at $2.31M in Q3 2021. 53 funds tracked by Wall St. Rank hold PYZ as of Q4 2021.

  • Sigma Planning Corp reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 27,288 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2021, an estimated $2.31M.
  • Sigma Planning Corp first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2021 and held it in 2 quarters.
  • Sigma Planning Corp's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $2.31M in Q3 2021.
  • 53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2021.

Based on Sigma Planning Corp's 13F filing for Q4 2021, filed 2 Feb 2022.