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

Spire 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
2025 Q2	–	Sell	-100	Closed	-$8.6K	–	2508
2025 Q1	$8.6K	Hold	100	–	–	﹤0.01%	1881
2024 Q4	$9.88K	Buy	+100	New	+$10.5K	﹤0.01%	1835

Other funds holding PEZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's PEZ Position: Q2 2025 in Review

Spire Wealth Management sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q2 2025, closing a stake of 100 shares — an estimated $8.6K sold.

Spire Wealth Management first reported a position in PEZ in Q4 2024 and held it in 2 quarters. The position peaked at $9.88K in Q4 2024. 30 funds tracked by Wall St. Rank hold PEZ as of Q2 2025.

Spire Wealth Management reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 100 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q2 2025, an estimated $8.6K.
Spire Wealth Management first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2024 and held it in 2 quarters.
Spire Wealth Management's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $9.88K in Q4 2024.
30 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.