FFA
PEZ icon

Farther Finance Advisors’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Farther Finance 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
2026
Q2 		$959K Sell
9,273
-3
-0% -$301 0.01% 1133
2026
Q1 		$902K Hold
9,276
– – 0.01% 1036
2025
Q4 		$964K Buy
9,276
+225
+2% +$22.4K 0.01% 902
2025
Q3 		$911K Buy
9,051
+143
+2% +$14.3K 0.01% 765
2025
Q2 		$886K Sell
8,908
-75
-0.8% -$6.75K 0.02% 643
2025
Q1 		$779K Buy
+8,983
New +$873K 0.02% 607

Other funds holding PEZ

TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's PEZ Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) stake by 0.03% in Q2 2026, selling an estimated $301 and leaving 9,273 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #1133.

Farther Finance Advisors first reported a position in PEZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $964K in Q4 2025. 6 funds tracked by Wall St. Rank hold PEZ as of Q2 2026.

  • Farther Finance Advisors held 9,273 shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF worth $959K as of Q2 2026.
  • Farther Finance Advisors sold 3 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q2 2026, an estimated $301.
  • Invesco Dorsey Wright Consumer Cyclicals Momentum ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1133 holding.
  • Farther Finance Advisors first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $964K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.