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

Mission 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
2019
Q2 		– Sell
-6,100
Closed -$334K – 332
2019
Q1 		$334K Buy
+6,100
New +$319K 0.04% 214

Other funds holding PEZ

Invesco
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mission Wealth Management's PEZ Position: Q2 2019 in Review

Mission Wealth Management sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q2 2019, closing a stake of 6,100 shares — an estimated $334K sold.

Mission Wealth Management first reported a position in PEZ in Q1 2019 and held it in 1 quarter. The position peaked at $334K in Q1 2019. 29 funds tracked by Wall St. Rank hold PEZ as of Q2 2019.

  • Mission Wealth Management reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q2 2019 after selling out during the quarter.
  • Mission Wealth Management sold 6,100 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q2 2019, an estimated $334K.
  • Mission Wealth Management first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q1 2019 and held it in 1 quarter.
  • Mission Wealth Management's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $334K in Q1 2019.
  • 29 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2019.

Based on Mission Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.