BFC Planning, Inc.’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

BFC Planning, Inc.’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	$20.7K	Buy	+200	New	+$20K	﹤0.01%	1999

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return

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

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

BFC Planning, Inc.'s PEZ Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q2 2026: 200 shares worth $20.7K. The stake represents ﹤0.01% of the portfolio and ranks #1999 among its holdings.

23 funds tracked by Wall St. Rank hold PEZ as of Q2 2026.

BFC Planning, Inc. held 200 shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF worth $20.7K as of Q2 2026.
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF was a new BFC Planning, Inc. position in Q2 2026.
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1999 holding.
23 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.