Blue Bell Private Wealth Management’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Blue Bell Private 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
2022 Q1	–	Sell	-50	Closed	-$5K	–	912
2021 Q4	$5K	Buy	+50	New	+$4.67K	﹤0.01%	543

Other funds holding PEZ

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

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

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

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

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

RJA

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

SAM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

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

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

Blue Bell Private Wealth Management's PEZ Position: Q1 2022 in Review

Blue Bell Private Wealth Management sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q1 2022, closing a stake of 50 shares — an estimated $5K sold.

Blue Bell Private Wealth Management first reported a position in PEZ in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 27 funds tracked by Wall St. Rank hold PEZ as of Q1 2022.

Blue Bell Private Wealth Management reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q1 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 50 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q1 2022, an estimated $5K.
Blue Bell Private Wealth Management first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2021 and held it in 1 quarter.
Blue Bell Private Wealth Management's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $5K in Q4 2021.
27 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q1 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.