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Eudaimonia Partners’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-421
Closed -$37K – 1075
2021
Q1 		$37K Buy
+421
New +$37.1K 0.01% 739

Other funds holding PEZ

BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Eudaimonia Partners's PEZ Position: Q2 2021 in Review

Eudaimonia Partners sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q2 2021, closing a stake of 421 shares — an estimated $37K sold.

Eudaimonia Partners first reported a position in PEZ in Q1 2021 and held it in 1 quarter. The position peaked at $37K in Q1 2021. 38 funds tracked by Wall St. Rank hold PEZ as of Q2 2021.

  • Eudaimonia Partners reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 421 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q2 2021, an estimated $37K.
  • Eudaimonia Partners first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $37K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.