Sowell Financial Services’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-1,425	Closed	-$125K	–	2085
2021 Q1	$125K	Buy	1,425 +689	+94%	+$60.7K	﹤0.01%	1274
2020 Q4	$56K	Hold	736	–	–	﹤0.01%	1352
2020 Q3	$47K	Buy	736 +220	+43%	+$13K	﹤0.01%	1238
2020 Q2	$24K	Buy	+516	New	+$22K	﹤0.01%	1407

Other funds holding PEZ

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott

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

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

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return