Madden Advisory Services’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Madden Advisory Services’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
2017 Q2	–	Sell	-228	Closed	-$9K	–	189
2017 Q1	$9K	Buy	+228	New	+$9.78K	0.01%	215
2015 Q4	–	Sell	-228	Closed	-$10K	–	216
2015 Q3	$10K	Sell	228 -360	-61%	-$17K	0.01%	220
2015 Q2	$27K	Buy	+588	New	+$27.6K	0.02%	159
2015 Q1	–	Sell	-588	Closed	-$26K	–	211
2014 Q4	$26K	Sell	588 -300	-34%	-$12.7K	0.01%	174
2014 Q3	$36K	Sell	888 -135	-13%	-$5.74K	0.02%	179
2014 Q2	$44K	Buy	1,023 +135	+15%	+$5.51K	0.02%	171
2014 Q1	$36K	Buy	888 +660	+289%	+$27K	0.02%	172
2013 Q4	$9K	Buy	+228	New	+$9.23K	0.01%	237

Other funds holding PEZ

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

SAM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Madden Advisory Services's PEZ Position: Q2 2017 in Review

Madden Advisory Services sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q2 2017, closing a stake of 228 shares — an estimated $9K sold.

Madden Advisory Services first reported a position in PEZ in Q4 2013 and held it in 8 quarters. The position peaked at $44K in Q2 2014. 31 funds tracked by Wall St. Rank hold PEZ as of Q2 2017.

Madden Advisory Services reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 228 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q2 2017, an estimated $9K.
Madden Advisory Services first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2013 and held it in 8 quarters.
Madden Advisory Services's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $44K in Q2 2014.
31 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.