Wolverine Trading’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Wolverine Trading’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
2024 Q1	–	Sell	-5,420	Closed	-$446K	–	5083
2023 Q4	$446K	Buy	+5,420	New	+$377K	﹤0.01%	3067

Other funds holding PEZ

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Wolverine Trading's PEZ Position: Q1 2024 in Review

Wolverine Trading sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q1 2024, closing a stake of 5,420 shares — an estimated $446K sold.

Wolverine Trading first reported a position in PEZ in Q4 2023 and held it in 1 quarter. The position peaked at $446K in Q4 2023. 24 funds tracked by Wall St. Rank hold PEZ as of Q1 2024.

Wolverine Trading reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q1 2024 after selling out during the quarter.
Wolverine Trading sold 5,420 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q1 2024, an estimated $446K.
Wolverine Trading first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2023 and held it in 1 quarter.
Wolverine Trading's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $446K in Q4 2023.
24 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q1 2024.

Based on Wolverine Trading's 13F filing for Q1 2024, filed 15 May 2024.