IFWM
PEZ icon

Institute for Wealth Management’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Institute for Wealth Management’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 		$22.8K Buy
+220
New +$22K ﹤0.01% 1089
2020
Q1 		– Sell
-220
Closed -$12K – 589
2019
Q4 		$12K Buy
+220
New +$11.8K ﹤0.01% 592

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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Institute for Wealth Management's PEZ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q2 2026: 220 shares worth $22.8K. The stake represents ﹤0.01% of the portfolio and ranks #1089 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PEZ as recently as Q4 2019.

Institute for Wealth Management first reported a position in PEZ in Q4 2019 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold PEZ as of Q2 2026.

  • Institute for Wealth Management held 220 shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF worth $22.8K as of Q2 2026.
  • Invesco Dorsey Wright Consumer Cyclicals Momentum ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco Dorsey Wright Consumer Cyclicals Momentum ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1089 holding.
  • Institute for Wealth Management first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2019 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.