WI
PYZ icon

WBI Investments’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

WBI Investments’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
2017
Q1 		– Sell
-8,595
Closed -$509K – 353
2016
Q4 		$509K Buy
+8,595
New +$500K 0.02% 243

Other funds holding PYZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WBI Investments's PYZ Position: Q1 2017 in Review

WBI Investments sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2017, closing a stake of 8,595 shares — an estimated $509K sold.

WBI Investments first reported a position in PYZ in Q4 2016 and held it in 1 quarter. The position peaked at $509K in Q4 2016. 28 funds tracked by Wall St. Rank hold PYZ as of Q1 2017.

  • WBI Investments reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2017 after selling out during the quarter.
  • WBI Investments sold 8,595 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2017, an estimated $509K.
  • WBI Investments first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2016 and held it in 1 quarter.
  • WBI Investments's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $509K in Q4 2016.
  • 28 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2017.

Based on WBI Investments's 13F filing for Q1 2017, filed 10 May 2017.