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Valued Wealth Advisors’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Valued Wealth Advisors’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
Q2 		– Sell
-45
Closed -$3.81K – 642
2025
Q1 		$3.81K Buy
+45
New +$4.01K ﹤0.01% 344

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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $256M AUM 19.59% 1-Year Est. Return

Valued Wealth Advisors's PYZ Position: Q2 2025 in Review

Valued Wealth Advisors sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2025, closing a stake of 45 shares — an estimated $3.81K sold.

Valued Wealth Advisors first reported a position in PYZ in Q1 2025 and held it in 1 quarter. The position peaked at $3.81K in Q1 2025. 31 funds tracked by Wall St. Rank hold PYZ as of Q2 2025.

  • Valued Wealth Advisors reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 45 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2025, an estimated $3.81K.
  • Valued Wealth Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Valued Wealth Advisors's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $3.81K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2025.

Based on Valued Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.