Abound Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Abound Wealth Management’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
2025 Q4	–	Sell	-80	Closed	-$9.45K	–	1478
2025 Q3	$9.45K	Hold	80	–	–	﹤0.01%	503
2025 Q2	$8.69K	Hold	80	–	–	﹤0.01%	471
2025 Q1	$8K	Hold	80	–	–	﹤0.01%	443
2024 Q4	$8.61K	Hold	80	–	–	﹤0.01%	414
2024 Q3	$8.26K	Hold	80	–	–	﹤0.01%	450
2024 Q2	$7.83K	Hold	80	–	–	﹤0.01%	407
2024 Q1	$7.9K	Hold	80	–	–	﹤0.01%	418
2023 Q4	$6.84K	Hold	80	–	–	﹤0.01%	439
2023 Q3	$6.16K	Hold	80	–	–	﹤0.01%	420
2023 Q2	$6.48K	Buy	+80	New	+$6.07K	﹤0.01%	430

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Abound Wealth Management's PDP Position: Q4 2025 in Review

Abound Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2025, closing a stake of 80 shares — an estimated $9.45K sold.

Abound Wealth Management first reported a position in PDP in Q2 2023 and held it in 10 quarters. The position peaked at $9.45K in Q3 2025. 200 funds tracked by Wall St. Rank hold PDP as of Q4 2025.

Abound Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2025 after selling out during the quarter.
Abound Wealth Management sold 80 Invesco Dorsey Wright Momentum ETF shares in Q4 2025, an estimated $9.45K.
Abound Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2023 and held it in 10 quarters.
Abound Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $9.45K in Q3 2025.
200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.