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Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19M +$16M +181,269 +531%
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$9.3M +$9.3M +105,566 New
LPL Financial
3
LPL Financial
California
$4.55M +$1.3M +14,800 +40%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.84M +$482K +5,465 +14%
FEM
5
Fulcrum Equity Management
Texas
$3.5M +$3.05M +34,633 +680%
Bank of America
6
Bank of America
North Carolina
$3.18M +$48.7K +552 +2%
PAG
7
Private Advisor Group
New Jersey
$3.06M +$705 +8 +0%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.6M +$2.6M +29,553 New
Wells Fargo
9
Wells Fargo
California
$2.03M +$941K +10,671 +86%
CWM
10
Cornerstone Wealth Management
Missouri
$1.44M +$1.44M +16,298 New
CWA
11
Capital Wealth Alliance
Arizona
$1.27M +$566K +6,422 +80%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.24M +$690K +7,830 +127%
SAM
13
SignalPoint Asset Management
Missouri
$981K +$46.9K +532 +5%
UBS Group
14
UBS Group
Switzerland
$873K +$230K +2,611 +36%
Osaic Holdings
15
Osaic Holdings
Arizona
$701K -$74.6K -846 -10%
CAN
16
Cetera Advisor Networks
California
$625K +$625K +7,088 New
SG
17
StoneX Group
New York
$600K -$49.1K -557 -8%
SFI
18
SPC Financial Inc
Maryland
$504K +$81.9K +929 +19%
RJA
19
Raymond James & Associates
Florida
$472K +$169K +1,919 +56%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$431K +$432K +4,896 New
Jane Street
21
Jane Street
New York
$409K +$409K +4,636 New
IWM
22
IHT Wealth Management
Illinois
$272K +$11.8K +134 +5%
SFS
23
Sowell Financial Services
Arkansas
$125K +$60.7K +689 +94%
TFA
24
Transamerica Financial Advisors
Florida
$106K -$441 -5 -0.4%
GWM
25
Geneos Wealth Management
Colorado
$76K -$79.3K -900 -51%
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