Fortis Advisors, LLC
Position in PEZ — Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
CIK 1697478
WAYNE, PA
All Filings in PEZ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-09-30 PEZ | $14,063 | 217 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 PEZ | $15,005 | 15,005 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PEZ | $14,866 | 14,866 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 PEZ | $13,802 | 13,802 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 PEZ | $13,000 | 12,811 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 PEZ | $13,000 | 13,031 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 PEZ | $16,000 | 16,068 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 PEZ | $20,000 | 19,579 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 PEZ | $3,574,457 | 40,893 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 PEZ | $6,112,749 | 65,454 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||