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Global Retirement Partners’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Global Retirement Partners’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
Q4 		$26.1K Hold
251
– – ﹤0.01% 2753
2025
Q3 		$25.3K Hold
251
– – ﹤0.01% 2284
2025
Q2 		$25K Buy
+251
New +$22.6K ﹤0.01% 2171
2024
Q4 		$24.8K Buy
+251
New +$26.5K ﹤0.01% 1975

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Global Retirement Partners's PEZ Position: Q4 2025 in Review

Global Retirement Partners held its Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) position steady in Q4 2025 at 251 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2753.

Global Retirement Partners first reported a position in PEZ in Q4 2024 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold PEZ as of Q4 2025.

  • Global Retirement Partners held 251 shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF worth $26.1K as of Q4 2025.
  • Global Retirement Partners left its Invesco Dorsey Wright Consumer Cyclicals Momentum ETF share count unchanged in Q4 2025.
  • Invesco Dorsey Wright Consumer Cyclicals Momentum ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2753 holding.
  • Global Retirement Partners first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2024 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.