Accel Wealth Management’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Accel Wealth Management’s Portfolio PEZ Stock Details PEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-87	Closed	-$5.98K	–	661
2023 Q1	$5.98K	Hold	87	–	–	﹤0.01%	987
2022 Q4	$5.57K	Hold	87	–	–	﹤0.01%	800
2022 Q3	$5K	Hold	87	–	–	﹤0.01%	842
2022 Q2	$5K	Hold	87	–	–	﹤0.01%	808
2022 Q1	$6K	Hold	87	–	–	﹤0.01%	786
2021 Q4	$8K	Hold	87	–	–	﹤0.01%	748
2021 Q3	$8K	Hold	87	–	–	0.01%	682
2021 Q2	$8K	Hold	87	–	–	0.01%	732
2021 Q1	$8K	Hold	87	–	–	0.01%	690
2020 Q4	$7K	Buy	+87	New	+$6.03K	0.01%	671

Other funds holding PEZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Accel Wealth Management's PEZ Position: Q2 2023 in Review

Accel Wealth Management sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q2 2023, closing a stake of 87 shares — an estimated $5.98K sold.

Accel Wealth Management first reported a position in PEZ in Q4 2020 and held it in 10 quarters. The position peaked at $8K in Q4 2021. 19 funds tracked by Wall St. Rank hold PEZ as of Q2 2023.

Accel Wealth Management reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 87 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q2 2023, an estimated $5.98K.
Accel Wealth Management first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $8K in Q4 2021.
19 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.