Cambridge Investment Research Advisors’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.73M | Sell |
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2024
Q3 | $1.85M | Sell |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $401K | Sell |
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|
2021
Q4 | $616K | Buy |
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|
2021
Q3 | $241K | Buy |
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|
2021
Q2 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $283K | Buy |
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