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WMG Financial Advisors’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

WMG Financial 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
2022
Q2 		– Sell
-3,004
Closed -$296K – 174
2022
Q1 		$296K Sell
3,004
-178
-6% -$16.3K 0.22% 116
2021
Q4 		$302K Buy
+3,182
New +$290K 0.24% 113

Other funds holding PYZ

HighTower Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WMG Financial Advisors's PYZ Position: Q2 2022 in Review

WMG Financial Advisors sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q2 2022, closing a stake of 3,004 shares — an estimated $296K sold.

WMG Financial Advisors first reported a position in PYZ in Q4 2021 and held it in 2 quarters. The position peaked at $302K in Q4 2021. 54 funds tracked by Wall St. Rank hold PYZ as of Q2 2022.

  • WMG Financial Advisors reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 3,004 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q2 2022, an estimated $296K.
  • WMG Financial Advisors first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2021 and held it in 2 quarters.
  • WMG Financial Advisors's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $302K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q2 2022.

Based on WMG Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.