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Sound Income Strategies’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Sound Income Strategies’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
2026
Q2 		– Sell
-300
Closed -$36.6K – 1920
2026
Q1 		$36.6K Hold
300
– – ﹤0.01% 934
2025
Q4 		$37.7K Buy
+300
New +$32.1K ﹤0.01% 902

Other funds holding PYZ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Sound Income Strategies's PYZ Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2026, closing a stake of 300 shares — an estimated $36.6K sold.

Sound Income Strategies first reported a position in PYZ in Q4 2025 and held it in 2 quarters. The position peaked at $37.7K in Q4 2025. 9 funds tracked by Wall St. Rank hold PYZ as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 300 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2026, an estimated $36.6K.
  • Sound Income Strategies first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $37.7K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.