Wealthcare Advisory Partners’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Wealthcare Advisory Partners’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
2023 Q3	–	Sell	-13,184	Closed	-$1.13M	–	737
2023 Q2	$1.13M	Buy	13,184 +179	+1%	+$14.6K	0.05%	262
2023 Q1	$1.11M	Buy	13,005 +1,534	+13%	+$133K	0.05%	271
2022 Q4	$907K	Buy	11,471 +5,589	+95%	+$448K	0.04%	293
2022 Q3	$411K	Buy	+5,882	New	+$456K	0.02%	410
2019 Q1	–	Sell	-2,052	Closed	-$109K	–	1267
2018 Q4	$109K	Hold	2,052	–	–	0.02%	294
2018 Q3	$141K	Hold	2,052	–	–	0.03%	270
2018 Q2	$140K	Hold	2,052	–	–	0.03%	270
2018 Q1	$136K	Hold	2,052	–	–	0.03%	236
2017 Q4	$145K	Hold	2,052	–	–	0.04%	214
2017 Q3	$134K	Hold	2,052	–	–	0.04%	183
2017 Q2	$126K	Hold	2,052	–	–	0.06%	34
2017 Q1	$127K	Hold	2,052	–	–	0.07%	33
2016 Q4	$122K	Buy	+2,052	New	+$119K	0.07%	33

Other funds holding PYZ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wealthcare Advisory Partners's PYZ Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q3 2023, closing a stake of 13,184 shares — an estimated $1.13M sold.

Wealthcare Advisory Partners first reported a position in PYZ in Q4 2016 and held it in 13 quarters. The position peaked at $1.13M in Q2 2023. 54 funds tracked by Wall St. Rank hold PYZ as of Q3 2023.

Wealthcare Advisory Partners reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q3 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 13,184 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q3 2023, an estimated $1.13M.
Wealthcare Advisory Partners first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2016 and held it in 13 quarters.
Wealthcare Advisory Partners's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $1.13M in Q2 2023.
54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.