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

IFP 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	$8.28K	Hold	80	–	–	﹤0.01%	3518
2026 Q1	$7.71K	Hold	80	–	–	﹤0.01%	3291
2025 Q4	$8.32K	Hold	80	–	–	﹤0.01%	3163
2025 Q3	$8.05K	Hold	80	–	–	﹤0.01%	3017
2025 Q2	$7.96K	Hold	80	–	–	﹤0.01%	3057
2025 Q1	$6.88K	Hold	80	–	–	﹤0.01%	2709
2024 Q4	$7.9K	Hold	80	–	–	﹤0.01%	2622
2024 Q3	$8.32K	Buy	+80	New	+$7.77K	﹤0.01%	2498
2022 Q4	–	Sell	-636	Closed	-$34K	–	4772
2022 Q3	$34K	Hold	636	–	–	﹤0.01%	2669
2022 Q2	$34K	Hold	636	–	–	﹤0.01%	2437
2022 Q1	$34K	Buy	636 +92	+17%	+$7.29K	﹤0.01%	2437
2021 Q4	$50K	Hold	544	–	–	﹤0.01%	1554
2021 Q3	$48K	Buy	544 +16	+3%	+$1.44K	﹤0.01%	1595
2021 Q2	$49K	Buy	+528	New	+$46.8K	﹤0.01%	1531
2019 Q1	$11K	Hold	200	–	–	﹤0.01%	1577
2018 Q4	$9K	Hold	200	–	–	﹤0.01%	2567
2018 Q3	$12K	Hold	200	–	–	﹤0.01%	2750
2018 Q2	$11K	Sell	200 -120	-38%	-$6.31K	﹤0.01%	2841
2018 Q1	$16K	Hold	320	–	–	﹤0.01%	2531
2017 Q4	$16K	Buy	320 +120	+60%	+$5.88K	﹤0.01%	2567
2017 Q3	$9K	Sell	200 -123	-38%	-$5.61K	﹤0.01%	3087
2017 Q2	$14K	Buy	323 +123	+62%	+$5.45K	﹤0.01%	2809
2017 Q1	$9K	Sell	200 -559	-74%	-$24K	﹤0.01%	2992
2016 Q4	$32K	Hold	759	–	–	﹤0.01%	2151
2016 Q3	$32K	Sell	759 -195	-20%	-$8.34K	﹤0.01%	2102
2016 Q2	$39K	Buy	954 +754	+377%	+$31.7K	﹤0.01%	1926
2016 Q1	$11K	Sell	200 -395	-66%	-$16.2K	﹤0.01%	1577
2015 Q4	$26K	Buy	+595	New	+$27.1K	﹤0.01%	2014

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

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

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

IFP Advisors's PEZ Position: Q2 2026 in Review

IFP Advisors held its Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) position steady in Q2 2026 at 80 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3518.

IFP Advisors first reported a position in PEZ in Q4 2015 and has held it in 28 quarters since. The position peaked at $50K in Q4 2021. 22 funds tracked by Wall St. Rank hold PEZ as of Q2 2026.

IFP Advisors held 80 shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF worth $8.28K as of Q2 2026.
IFP Advisors left its Invesco Dorsey Wright Consumer Cyclicals Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3518 holding.
IFP Advisors first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2015 and has held it in 28 quarters since.
IFP Advisors's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $50K in Q4 2021.
22 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.