MWM
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Maltin Wealth Management’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Maltin 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
2020
Q1 		– Sell
-1,730
Closed -$95K – 110
2019
Q4 		$95K Buy
+1,730
New +$93.1K 0.06% 88

Other funds holding PEZ

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Maltin Wealth Management's PEZ Position: Q1 2020 in Review

Maltin Wealth Management sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q1 2020, closing a stake of 1,730 shares — an estimated $95K sold.

Maltin Wealth Management first reported a position in PEZ in Q4 2019 and held it in 1 quarter. The position peaked at $95K in Q4 2019. 18 funds tracked by Wall St. Rank hold PEZ as of Q1 2020.

  • Maltin Wealth Management reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 1,730 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q1 2020, an estimated $95K.
  • Maltin Wealth Management first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Maltin Wealth Management's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $95K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q1 2020.

Based on Maltin Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.