Integrated Wealth Concepts’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Integrated Wealth Concepts’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	$107K	Buy	+1,036	New	+$104K	﹤0.01%	2755

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

Integrated Wealth Concepts's PEZ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q2 2026: 1,036 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #2755 among its holdings.

23 funds tracked by Wall St. Rank hold PEZ as of Q2 2026.

Integrated Wealth Concepts held 1,036 shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF worth $107K as of Q2 2026.
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF was a new Integrated Wealth Concepts position in Q2 2026.
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2755 holding.
23 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.