IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Dorsey Wright Consum (PEZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Farther Finance Advisors, LLC
UNCHANGED
Shares9,273 from 9,273
Change0 (0%)
Value$863.8K (-$95.4K)
Filed 2026-10-08
Trueblood Wealth Management, LLC
DECREASED
Shares4,342 from 4,416
Change-74 (-2%)
Value$404.5K (-$52.3K)
Filed 2026-10-23
Genesee Capital Advisors, LLC
INCREASED
Shares2,726 from 2,725
Change+1 (+0%)
Value$253.9K (-$28.0K)
Filed 2026-10-20
Register Financial Advisors LLC
INCREASED
Shares1,118 from 1,111
Change+7 (+1%)
Value$104.2K (-$10.8K)
Filed 2026-10-23
Central Trust Co
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$19.4K (-$2.1K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$7.6K (-$843)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$7.5K (-$822)
Filed 2026-10-16
Fifth Third Bancorp
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$258.6K)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 25,865
Change-25,865 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,568
Change-14,568 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,787
Change-10,787 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,296
Change-6,296 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,631
Change-5,631 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
UBS Group AG
N/A
Shares— from 482
Change-482 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 105
Change-105 (-100%)
Value—
Blair William & Co
N/A
Shares— from 31
Change-31 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Farther Finance Advisors, LLC
UNCHANGED9,2739,27300%$959.2K$863.8K-$95.4K2026-10-08
Trueblood Wealth Management, LLC
DECREASED4,3424,416-74-2%$456.8K$404.5K-$52.3K2026-10-23
Genesee Capital Advisors, LLC
INCREASED2,7262,725+1+0%$281.9K$253.9K-$28.0K2026-10-20
Register Financial Advisors LLC
INCREASED1,1181,111+7+1%$114.9K$104.2K-$10.8K2026-10-23
Central Trust Co
UNCHANGED20820800%$21.5K$19.4K-$2.1K2026-11-05
MTM Investment Management, LLC
UNCHANGED828200%$8.5K$7.6K-$8432026-10-30
IFP Advisors, Inc
UNCHANGED808000%$8.3K$7.5K-$8222026-10-16
Fifth Third Bancorp
CLOSED02,500-2,500-100%$258.6K$0-$258.6K2026-11-05
Bank of America Corp
N/A—25,865-25,865-100%$2.7M———
Morgan Stanley
N/A—14,568-14,568-100%$1.5M———
Cetera Investment Advisers
N/A—10,787-10,787-100%$1.1M———
Osaic Holdings, Inc.
N/A—6,296-6,296-100%$651.2K———
Susquehanna International Group, LLP
N/A—5,631-5,631-100%$582.5K———
LPL Financial LLC
N/A—5,390-5,390-100%$557.6K———
Goldman Sachs Group Inc
N/A—4,390-4,390-100%$454.1K———
Harbour Investments, Inc.
N/A—800-800-100%$82.8K———
UBS Group AG
N/A—482-482-100%$49.9K———
Bellevue Asset Management, LLC
N/A—369-369-100%$38.2K———
Transamerica Financial Advisors, LLC
N/A—281-281-100%$29.1K———
Institute for Wealth Management, Llc.
N/A—220-220-100%$22.8K———
BFC Planning, Inc.
N/A—200-200-100%$20.7K———
Jones Financial Companies Lllp
N/A—105-105-100%$11.0K———
Blair William & Co
N/A—31-31-100%$3.2K———
Wells Fargo & Company
N/A—00—$32———
Showing 24 of 24 institutions