CFD
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Creative Financial Designs’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Creative Financial Designs’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
Q2 		– Sell
-75
Closed -$7.24K – 1703
2024
Q1 		$7.24K Buy
+75
New +$6.5K ﹤0.01% 1230

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Financial Designs's PEZ Position: Q2 2024 in Review

Creative Financial Designs sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q2 2024, closing a stake of 75 shares — an estimated $7.24K sold.

Creative Financial Designs first reported a position in PEZ in Q1 2024 and held it in 1 quarter. The position peaked at $7.24K in Q1 2024. 28 funds tracked by Wall St. Rank hold PEZ as of Q2 2024.

  • Creative Financial Designs reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Creative Financial Designs sold 75 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q2 2024, an estimated $7.24K.
  • Creative Financial Designs first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q1 2024 and held it in 1 quarter.
  • Creative Financial Designs's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $7.24K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.