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 Q2	$1.12M	Buy	10,787 +500	+5%	+$50.1K	﹤0.01%	2954
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Cetera Investment Advisers's PEZ Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) stake by 4.9% in Q2 2026, buying an estimated $50.1K and bringing the position to 10,787 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

Cetera Investment Advisers first reported a position in PEZ in Q4 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold PEZ as of Q2 2026.

Cetera Investment Advisers held 10,787 shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF worth $1.12M as of Q2 2026.
Cetera Investment Advisers bought 500 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q2 2026, an estimated $50.1K.
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2954 holding.
Cetera Investment Advisers first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2024 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.