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

Avior 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
Q4 		– Sell
-73
Closed -$4.73K – 1634
2023
Q3 		$4.73K Hold
73
– – ﹤0.01% 1203
2023
Q2 		$5.05K Hold
73
– – ﹤0.01% 1163
2023
Q1 		$5.02K Buy
+73
New +$4.96K ﹤0.01% 1197

Other funds holding PEZ

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Avior Wealth Management's PEZ Position: Q4 2023 in Review

Avior Wealth Management sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q4 2023, closing a stake of 73 shares — an estimated $4.73K sold.

Avior Wealth Management first reported a position in PEZ in Q1 2023 and held it in 3 quarters. The position peaked at $5.05K in Q2 2023. 28 funds tracked by Wall St. Rank hold PEZ as of Q4 2023.

  • Avior Wealth Management reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 73 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q4 2023, an estimated $4.73K.
  • Avior Wealth Management first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $5.05K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.