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

Concurrent Investment 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
Q1 		– Sell
-4,437
Closed -$438K – 1312
2024
Q4 		$438K Buy
+4,437
New +$468K 0.01% 711

Other funds holding PEZ

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
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

Concurrent Investment Advisors's PEZ Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q1 2025, closing a stake of 4,437 shares — an estimated $438K sold.

Concurrent Investment Advisors first reported a position in PEZ in Q4 2024 and held it in 1 quarter. The position peaked at $438K in Q4 2024. 35 funds tracked by Wall St. Rank hold PEZ as of Q1 2025.

  • Concurrent Investment Advisors reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 4,437 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q1 2025, an estimated $438K.
  • Concurrent Investment Advisors first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $438K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q1 2025.

Based on Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.