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Next Financial Group’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Next Financial Group’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
Q4 		$212K Buy
+2,323
New +$217K 0.01% 873

Other funds holding PEZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Next Financial Group's PEZ Position: Q4 2021 in Review

Next Financial Group opened a new position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q4 2021: 2,323 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #873 among its holdings.

50 funds tracked by Wall St. Rank hold PEZ as of Q4 2021.

  • Next Financial Group held 2,323 shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF worth $212K as of Q4 2021.
  • Invesco Dorsey Wright Consumer Cyclicals Momentum ETF was a new Next Financial Group position in Q4 2021.
  • Invesco Dorsey Wright Consumer Cyclicals Momentum ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #873 holding.
  • 50 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.