Goldman Sachs
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Goldman Sachs’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Goldman Sachs’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
Q1 		$349K Buy
3,618
+1,264
+54% +$130K ﹤0.01% 5808
2025
Q4 		$245K Buy
+2,354
New +$235K ﹤0.01% 5958
2025
Q3 		– Sell
-13,976
Closed -$1.39M – 6580
2025
Q2 		$1.39M Buy
13,976
+1,898
+16% +$171K ﹤0.01% 4459
2025
Q1 		$1.04M Buy
12,078
+501
+4% +$48.7K ﹤0.01% 4665
2024
Q4 		$1.14M Sell
11,577
-2,425
-17% -$256K ﹤0.01% 4726
2024
Q3 		$1.46M Buy
14,002
+3,782
+37% +$367K ﹤0.01% 4394
2024
Q2 		$980K Buy
10,220
+847
+9% +$79.3K ﹤0.01% 4430
2024
Q1 		$905K Buy
+9,373
New +$812K ﹤0.01% 4414
2023
Q2 		– Sell
-4,636
Closed -$319K – 5989
2023
Q1 		$319K Sell
4,636
-280
-6% -$19K ﹤0.01% 5073
2022
Q4 		$315K Sell
4,916
-1,068
-18% -$68.7K ﹤0.01% 5118
2022
Q3 		$356K Sell
5,984
-1,225
-17% -$79.6K ﹤0.01% 5195
2022
Q2 		$438K Buy
7,209
+787
+12% +$53.8K ﹤0.01% 5174
2022
Q1 		$481K Buy
+6,422
New +$509K ﹤0.01% 5344
2018
Q1 		– Sell
-50,300
Closed -$2.53M – 6270
2017
Q4 		$2.53M Sell
50,300
-1,060
-2% -$51.9K ﹤0.01% 3584
2017
Q3 		$2.43M Buy
51,360
+633
+1% +$28.9K ﹤0.01% 3807
2017
Q2 		$2.27M Hold
50,727
– – ﹤0.01% 3746
2017
Q1 		$2.2M Buy
50,727
+171
+0.3% +$7.33K ﹤0.01% 3654
2016
Q4 		$2.13M Sell
50,556
-44,428
-47% -$1.87M ﹤0.01% 3803
2016
Q3 		$4.02M Sell
94,984
-49,513
-34% -$2.12M ﹤0.01% 3232
2016
Q2 		$5.97M Buy
144,497
+57
+0% +$2.4K ﹤0.01% 2717
2016
Q1 		$6.33M Buy
144,440
+94,249
+188% +$3.88M ﹤0.01% 2561
2015
Q4 		$2.21M Buy
+50,191
New +$2.29M ﹤0.01% 3545
2015
Q2 		– Sell
-56,477
Closed -$2.68M – 7391
2015
Q1 		$2.68M Hold
56,477
– – ﹤0.01% 3497
2014
Q4 		$2.52M Hold
56,477
– – ﹤0.01% 3611
2014
Q3 		$2.31M Hold
56,477
– – ﹤0.01% 3805
2014
Q2 		$2.41M Buy
+56,477
New +$2.3M ﹤0.01% 3797

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Goldman Sachs's PEZ Position: Q1 2026 in Review

Goldman Sachs increased its Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) stake by 54% in Q1 2026, buying an estimated $130K and bringing the position to 3,618 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #5808.

Goldman Sachs first reported a position in PEZ in Q2 2014 and has held it in 26 quarters since. The position peaked at $6.33M in Q1 2016. 23 funds tracked by Wall St. Rank hold PEZ as of Q1 2026.

  • Goldman Sachs held 3,618 shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF worth $349K as of Q1 2026.
  • Goldman Sachs bought 1,264 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q1 2026, an estimated $130K.
  • Invesco Dorsey Wright Consumer Cyclicals Momentum ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #5808 holding.
  • Goldman Sachs first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q2 2014 and has held it in 26 quarters since.
  • Goldman Sachs's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $6.33M in Q1 2016.
  • 23 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.