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Verus Capital Partners’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Verus Capital Partners’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 		$3K Hold
80
– – ﹤0.01% 1289
2019
Q4 		$4K Buy
+80
New +$4.31K ﹤0.01% 1339

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

Verus Capital Partners's PEZ Position: Q1 2020 in Review

Verus Capital Partners held its Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) position steady in Q1 2020 at 80 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Verus Capital Partners first reported a position in PEZ in Q4 2019 and has held it in 2 quarters since. The position peaked at $4K in Q4 2019. 18 funds tracked by Wall St. Rank hold PEZ as of Q1 2020.

  • Verus Capital Partners held 80 shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF worth $3K as of Q1 2020.
  • Verus Capital Partners left its Invesco Dorsey Wright Consumer Cyclicals Momentum ETF share count unchanged in Q1 2020.
  • Invesco Dorsey Wright Consumer Cyclicals Momentum ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1289 holding.
  • Verus Capital Partners first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $4K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.