Thurston Springer Miller Herd & Titak’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025 Q3	–	Sell	-41	Closed	-$3.85K	–	1165
2025 Q2	$3.85K	Hold	41	–	–	﹤0.01%	1330
2025 Q1	$3.5K	Hold	41	–	–	﹤0.01%	1356
2024 Q4	$3.58K	Buy	+41	New	+$3.88K	﹤0.01%	1063

Other funds holding PYZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

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

TWM

Trueblood Wealth Management Lima, Ohio $256M AUM 19.59% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's PYZ Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q3 2025, closing a stake of 41 shares — an estimated $3.85K sold.

Thurston Springer Miller Herd & Titak first reported a position in PYZ in Q4 2024 and held it in 3 quarters. The position peaked at $3.85K in Q2 2025. 31 funds tracked by Wall St. Rank hold PYZ as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 41 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q3 2025, an estimated $3.85K.
Thurston Springer Miller Herd & Titak first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2024 and held it in 3 quarters.
Thurston Springer Miller Herd & Titak's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $3.85K in Q2 2025.
31 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.