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Avantax Advisory Services’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Avantax Advisory 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
2025
Q2 		$640K Buy
+6,434
New +$579K ﹤0.01% 1444

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Avantax Advisory Services's PEZ Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q2 2025: 6,434 shares worth $640K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings.

30 funds tracked by Wall St. Rank hold PEZ as of Q2 2025.

  • Avantax Advisory Services held 6,434 shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF worth $640K as of Q2 2025.
  • Invesco Dorsey Wright Consumer Cyclicals Momentum ETF was a new Avantax Advisory Services position in Q2 2025.
  • Invesco Dorsey Wright Consumer Cyclicals Momentum ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1444 holding.
  • 30 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.