IA
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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

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
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

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. 6 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.
  • 6 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.