Cambridge Investment Research Advisors
PEZ icon

Cambridge Investment Research Advisors’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Cambridge Investment Research Advisors’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
Q4 		– Sell
-4,044
Closed -$407K – 3925
2025
Q3 		$407K Buy
+4,044
New +$404K ﹤0.01% 2848
2025
Q2 		– Sell
-18,051
Closed -$1.55M – 3729
2025
Q1 		$1.55M Buy
18,051
+498
+3% +$48.4K 0.01% 1521
2024
Q4 		$1.73M Sell
17,553
-263
-1% -$27.7K 0.01% 1466
2024
Q3 		$1.85M Sell
17,816
-394
-2% -$38.3K 0.01% 1408
2024
Q2 		$1.75M Buy
18,210
+5,394
+42% +$505K 0.01% 1370
2024
Q1 		$1.24M Buy
12,816
+10
+0.1% +$867 ﹤0.01% 1589
2023
Q4 		$1.05M Buy
+12,806
New +$891K ﹤0.01% 1616
2022
Q2 		– Sell
-5,362
Closed -$401K – 3173
2022
Q1 		$401K Sell
5,362
-1,385
-21% -$110K ﹤0.01% 2291
2021
Q4 		$616K Buy
6,747
+3,991
+145% +$373K ﹤0.01% 1943
2021
Q3 		$241K Buy
2,756
+510
+23% +$45.9K ﹤0.01% 2644
2021
Q2 		$210K Buy
+2,246
New +$199K ﹤0.01% 2790
2018
Q4 		– Sell
-4,719
Closed -$283K – 2245
2018
Q3 		$283K Buy
+4,719
New +$272K ﹤0.01% 1831

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Cambridge Investment Research Advisors's PEZ Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q4 2025, closing a stake of 4,044 shares — an estimated $407K sold.

Cambridge Investment Research Advisors first reported a position in PEZ in Q3 2018 and held it in 12 quarters. The position peaked at $1.85M in Q3 2024. 27 funds tracked by Wall St. Rank hold PEZ as of Q4 2025.

  • Cambridge Investment Research Advisors reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,044 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q4 2025, an estimated $407K.
  • Cambridge Investment Research Advisors first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q3 2018 and held it in 12 quarters.
  • Cambridge Investment Research Advisors's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $1.85M in Q3 2024.
  • 27 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.