UBS Group
PYZ icon

UBS Group’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

UBS Group’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
Q1 		$71.4K Sell
596
-106
-15% -$13.1K ﹤0.01% 7174
2025
Q4 		$77.3K Buy
702
+56
+9% +$6K ﹤0.01% 7025
2025
Q3 		$68.4K Sell
646
-53
-8% -$5.37K ﹤0.01% 7347
2025
Q2 		$64.9K Sell
699
-26
-4% -$2.24K ﹤0.01% 7566
2025
Q1 		$61.5K Sell
725
-546
-43% -$48.6K ﹤0.01% 7422
2024
Q4 		$110K Buy
1,271
+2
+0.2% +$189 ﹤0.01% 6813
2024
Q3 		$122K Sell
1,269
-1,371
-52% -$123K ﹤0.01% 6221
2024
Q2 		$231K Buy
2,640
+697
+36% +$62.8K ﹤0.01% 5568
2024
Q1 		$181K Sell
1,943
-4,560
-70% -$388K ﹤0.01% 5928
2023
Q4 		$556K Sell
6,503
-28,509
-81% -$2.24M ﹤0.01% 5023
2023
Q3 		$2.75M Sell
35,012
-5,507
-14% -$463K ﹤0.01% 3138
2023
Q2 		$3.47M Buy
40,519
+1,748
+5% +$143K ﹤0.01% 2956
2023
Q1 		$3.3M Sell
38,771
-3,640
-9% -$314K ﹤0.01% 2912
2022
Q4 		$3.35M Buy
42,411
+3,538
+9% +$283K ﹤0.01% 2866
2022
Q3 		$2.71M Sell
38,873
-17,845
-31% -$1.38M ﹤0.01% 2881
2022
Q2 		$4.1M Sell
56,718
-498
-0.9% -$44.3K ﹤0.01% 2541
2022
Q1 		$5.65M Buy
57,216
+2,952
+5% +$270K ﹤0.01% 2424
2021
Q4 		$5.13M Sell
54,264
-22,887
-30% -$2.09M ﹤0.01% 2782
2021
Q3 		$6.54M Sell
77,151
-2,405
-3% -$210K ﹤0.01% 2402
2021
Q2 		$7M Buy
79,556
+63,858
+407% +$5.65M ﹤0.01% 2350
2021
Q1 		$1.3M Buy
15,698
+13,099
+504% +$1.02M ﹤0.01% 3985
2020
Q4 		$186K Buy
2,599
+1,416
+120% +$91.1K ﹤0.01% 5281
2020
Q3 		$66K Buy
1,183
+30
+3% +$1.67K ﹤0.01% 5453
2020
Q2 		$59K Sell
1,153
-138
-11% -$6.6K ﹤0.01% 5726
2020
Q1 		$53K Sell
1,291
-94
-7% -$5.05K ﹤0.01% 5791
2019
Q4 		$87K Buy
1,385
+2
+0.1% +$120 ﹤0.01% 6073
2019
Q3 		$80K Sell
1,383
-1,135
-45% -$66K ﹤0.01% 5900
2019
Q2 		$151K Sell
2,518
-289
-10% -$16.9K ﹤0.01% 5104
2019
Q1 		$166K Sell
2,807
-140
-5% -$8.19K ﹤0.01% 4736
2018
Q4 		$156K Sell
2,947
-576
-16% -$34.4K ﹤0.01% 5151
2018
Q3 		$243K Sell
3,523
-90
-2% -$6.24K ﹤0.01% 4918
2018
Q2 		$246K Sell
3,613
-682
-16% -$47.3K ﹤0.01% 4801
2018
Q1 		$285K Sell
4,295
-1,111
-21% -$77.9K ﹤0.01% 4548
2017
Q4 		$382K Buy
5,406
+230
+4% +$15.6K ﹤0.01% 4482
2017
Q3 		$339K Sell
5,176
-4,129
-44% -$260K ﹤0.01% 4503
2017
Q2 		$570K Sell
9,305
-2,823
-23% -$171K ﹤0.01% 4031
2017
Q1 		$750K Sell
12,128
-2,520
-17% -$155K ﹤0.01% 3751
2016
Q4 		$867K Sell
14,648
-51,202
-78% -$2.98M ﹤0.01% 3660
2016
Q3 		$3.82M Buy
65,850
+3,337
+5% +$193K ﹤0.01% 2274
2016
Q2 		$3.36M Buy
62,513
+58,836
+1,600% +$3.12M ﹤0.01% 2336
2016
Q1 		$184K Sell
3,677
-11
-0.3% -$501 ﹤0.01% 4546
2015
Q4 		$180K Buy
3,688
+92
+3% +$4.57K ﹤0.01% 4755
2015
Q3 		$161K Hold
3,596
– – ﹤0.01% 4813
2015
Q2 		$191K Sell
3,596
-1,059
-23% -$57.7K ﹤0.01% 4908
2015
Q1 		$252K Buy
4,655
+50
+1% +$2.67K ﹤0.01% 4695
2014
Q4 		$242K Buy
+4,605
New +$244K ﹤0.01% 4857

Other funds holding PYZ

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group's PYZ Position: Q1 2026 in Review

UBS Group reduced its Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) stake by 15% in Q1 2026, selling an estimated $13.1K and leaving 596 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7174.

UBS Group first reported a position in PYZ in Q4 2014 and has held it in 46 quarters since. The position peaked at $7M in Q2 2021. 40 funds tracked by Wall St. Rank hold PYZ as of Q1 2026.

  • UBS Group held 596 shares of Invesco Dorsey Wright Basic Materials Momentum ETF worth $71.4K as of Q1 2026.
  • UBS Group sold 106 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2026, an estimated $13.1K.
  • Invesco Dorsey Wright Basic Materials Momentum ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7174 holding.
  • UBS Group first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $7M in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.