DOSSIER · 13F Holders · Q2 2026
PEZ

Invesco DWA Consumer Cyclicals Momentum ETF

28 institutions still hold Invesco DWA Consumer Cyclicals Momentum ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46137V803·28 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$12M
visible holders
Holders
28
filers reporting
Concentration
22.69%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

28 institutions reported PEZ in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 22.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M26K0.00%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$2M15K0.00%Q2 2026
03
Cetera Investment Advisers
CIK 0001666741
$1M11K0.00%Q2 2026
04
SPC Financial, Inc.
CIK 0001415201
$967K10K0.08%Q3 2025
05
Farther Finance Advisors, LLC
CIK 0001992825
$959K9K0.01%Q2 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$651K6K0.00%Q2 2026
07
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$640K6K0.00%Q2 2025
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$582K6K0.00%Q2 2026
09
LPL Financial LLC
CIK 0001403438
$558K5K0.00%Q2 2026
10
Trueblood Wealth Management, LLC
CIK 0002005380
$457K4K0.16%Q2 2026
11
GOLDMAN SACHS GROUP INC
CIK 0000886982
$454K4K0.00%Q2 2026
12
Genesee Capital Advisors, LLC
CIK 0001652348
$282K3K0.09%Q2 2026
13
COMERICA BANK
CIK 0000901541
$260K3K0.00%Q4 2025
14
FIFTH THIRD BANCORP
CIK 0000035527
$259K3K0.00%Q2 2026
15
Register Financial Advisors LLC
CIK 0001962636
$115K1K0.04%Q2 2026
16
Integrated Wealth Concepts LLC
CIK 0001737109
$107K1K0.00%Q2 2026
17
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$83K8000.00%Q2 2026
18
UBS Group AG
CIK 0001610520
$50K4820.00%Q2 2026
19
BELLEVUE ASSET MANAGEMENT, LLC
CIK 0001801619
$38K3690.02%Q2 2026
20
Transamerica Financial Advisors, LLC
CIK 0001502149
$29K2810.00%Q2 2026
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