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

Sowell 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
2021
Q2 		– Sell
-1,576
Closed -$144K – 2176
2021
Q1 		$144K Buy
+1,576
New +$123K 0.01% 1210

Other funds holding PYZ

HighTower Advisors
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's PYZ Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2021, closing a stake of 1,576 shares — an estimated $144K sold.

Sowell Financial Services first reported a position in PYZ in Q1 2021 and held it in 1 quarter. The position peaked at $144K in Q1 2021. 55 funds tracked by Wall St. Rank hold PYZ as of Q2 2021.

  • Sowell Financial Services reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,576 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2021, an estimated $144K.
  • Sowell Financial Services first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $144K in Q1 2021.
  • 55 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.