STACKSTONE WEALTH, LLC’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio PDP Stock Details PDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$971K	Buy	+7,048	New	+$967K	0.1%	184

Other funds holding PDP

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Redwood Family Wealth Addison, Texas $113M AUM 24.54% 1-Year Est. Return

STACKSTONE WEALTH, LLC's PDP Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2026: 7,048 shares worth $971K. The stake represents 0.1% of the portfolio and ranks #184 among its holdings.

36 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

STACKSTONE WEALTH, LLC held 7,048 shares of Invesco Dorsey Wright Momentum ETF worth $971K as of Q3 2026.
Invesco Dorsey Wright Momentum ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Invesco Dorsey Wright Momentum ETF made up 0.1% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #184 holding.
36 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.