Cetera Investment Advisers
PEZ icon

Cetera Investment Advisers’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$992K Buy
10,287
+323
+3% +$33.3K ﹤0.01% 2912
2025
Q4 		$1.04M Buy
9,964
+174
+2% +$17.4K ﹤0.01% 2783
2025
Q3 		$986K Buy
9,790
+6,979
+248% +$698K ﹤0.01% 2776
2025
Q2 		$280K Sell
2,811
-432
-13% -$38.9K ﹤0.01% 3455
2025
Q1 		$279K Buy
3,243
+531
+20% +$51.6K ﹤0.01% 3324
2024
Q4 		$268K Buy
+2,712
New +$286K ﹤0.01% 3198

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Cetera Investment Advisers's PEZ Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) stake by 3.2% in Q1 2026, buying an estimated $33.3K and bringing the position to 10,287 shares worth $992K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

Cetera Investment Advisers first reported a position in PEZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2025. 23 funds tracked by Wall St. Rank hold PEZ as of Q1 2026.

  • Cetera Investment Advisers held 10,287 shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF worth $992K as of Q1 2026.
  • Cetera Investment Advisers bought 323 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q1 2026, an estimated $33.3K.
  • Invesco Dorsey Wright Consumer Cyclicals Momentum ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2912 holding.
  • Cetera Investment Advisers first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2024 and has held it in 6 quarters since.
  • Cetera Investment Advisers's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $1.04M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.