Belvedere Trading
PEZ icon

Belvedere Trading’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Belvedere Trading’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
2024
Q4 		– Sell
-149
Closed -$15.7K – 1001
2024
Q3 		$15.5K Buy
+149
New +$14.5K ﹤0.01% 612

Other funds holding PEZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $256M AUM 19.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Belvedere Trading's PEZ Position: Q4 2024 in Review

Belvedere Trading sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q4 2024, closing a stake of 149 shares — an estimated $15.7K sold.

Belvedere Trading first reported a position in PEZ in Q3 2024 and held it in 1 quarter. The position peaked at $15.5K in Q3 2024. 37 funds tracked by Wall St. Rank hold PEZ as of Q4 2024.

  • Belvedere Trading reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Belvedere Trading sold 149 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q4 2024, an estimated $15.7K.
  • Belvedere Trading first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q3 2024 and held it in 1 quarter.
  • Belvedere Trading's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $15.5K in Q3 2024.
  • 37 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q4 2024.

Based on Belvedere Trading's 13F filing for Q4 2024, filed 31 Jan 2025.