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Unique Wealth Strategies’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Unique Wealth 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
2024
Q3 		– Sell
-1
Closed -$90 – 561
2024
Q2 		$90 Buy
+1
New +$90 ﹤0.01% 667

Other funds holding PYZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Unique Wealth Strategies's PYZ Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q3 2024, closing a stake of 1 share — an estimated $90 sold.

Unique Wealth Strategies first reported a position in PYZ in Q2 2024 and held it in 1 quarter. The position peaked at $90 in Q2 2024. 33 funds tracked by Wall St. Rank hold PYZ as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 1 Invesco Dorsey Wright Basic Materials Momentum ETF share in Q3 2024, an estimated $90.
  • Unique Wealth Strategies first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $90 in Q2 2024.
  • 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.