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Independent Financial Group’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Independent Financial Group’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
2022
Q1 		– Sell
-2,866
Closed -$262K – 839
2021
Q4 		$262K Buy
+2,866
New +$268K 0.02% 644

Other funds holding PEZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Financial Group's PEZ Position: Q1 2022 in Review

Independent Financial Group sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q1 2022, closing a stake of 2,866 shares — an estimated $262K sold.

Independent Financial Group first reported a position in PEZ in Q4 2021 and held it in 1 quarter. The position peaked at $262K in Q4 2021. 27 funds tracked by Wall St. Rank hold PEZ as of Q1 2022.

  • Independent Financial Group reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Independent Financial Group sold 2,866 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q1 2022, an estimated $262K.
  • Independent Financial Group first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2021 and held it in 1 quarter.
  • Independent Financial Group's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $262K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.