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Advisornet Financial’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Advisornet Financial’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
-125
Closed -$14.8K – 2331
2025
Q3 		$14.8K Buy
+125
New +$14K ﹤0.01% 1403
2024
Q2 		– Sell
-110
Closed -$10.9K – 2161
2024
Q1 		$10.9K Sell
110
-105
-49% -$9.58K ﹤0.01% 1257
2023
Q4 		$18.4K Hold
215
– – ﹤0.01% 1111
2023
Q3 		$16.5K Hold
215
– – ﹤0.01% 1092
2023
Q2 		$17.4K Buy
215
+1
+0.5% +$76 ﹤0.01% 1143
2023
Q1 		$16.3K Hold
214
– – ﹤0.01% 1148
2022
Q4 		$15.2K Sell
214
-3,436
-94% -$250K ﹤0.01% 1152
2022
Q3 		$247K Hold
3,650
– – 0.02% 461
2022
Q2 		$249K Sell
3,650
-1,089
-23% -$81.5K 0.02% 459
2022
Q1 		$384K Sell
4,739
-2,387
-33% -$194K 0.02% 414
2021
Q4 		$674K Hold
7,126
– – 0.04% 342
2021
Q3 		$637K Sell
7,126
-222
-3% -$20.4K 0.04% 317
2021
Q2 		$659K Sell
7,348
-795
-10% -$68.8K 0.04% 335
2021
Q1 		$693K Sell
8,143
-1,183
-13% -$104K 0.05% 309
2020
Q4 		$818K Sell
9,326
-115
-1% -$9.43K 0.07% 253
2020
Q3 		$722K Sell
9,441
-609
-6% -$44.8K 0.06% 274
2020
Q2 		$677K Sell
10,050
-1,121
-10% -$70K 0.05% 284
2020
Q1 		$603K Buy
11,171
+544
+5% +$34.1K 0.06% 271
2019
Q4 		$684K Sell
10,627
-1,636
-13% -$102K 0.06% 280
2019
Q3 		$747K Sell
12,263
-701
-5% -$43.2K 0.07% 257
2019
Q2 		$782K Sell
12,964
-6,400
-33% -$374K 0.09% 222
2019
Q1 		$1.1M Sell
19,364
-3,760
-16% -$200K 0.13% 162
2018
Q4 		$1.12M Sell
23,124
-2,800
-11% -$147K 0.15% 143
2018
Q3 		$1.54M Sell
25,924
-2,745
-10% -$159K 0.19% 104
2018
Q2 		$1.59M Sell
28,669
-3,562
-11% -$195K 0.21% 97
2018
Q1 		$1.7M Sell
32,231
-1,619
-5% -$86.6K 0.23% 86
2017
Q4 		$1.75M Buy
+33,850
New +$1.72M 0.27% 81

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Advisornet Financial's PDP Position: Q4 2025 in Review

Advisornet Financial sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2025, closing a stake of 125 shares — an estimated $14.8K sold.

Advisornet Financial first reported a position in PDP in Q4 2017 and held it in 27 quarters. The position peaked at $1.75M in Q4 2017. 200 funds tracked by Wall St. Rank hold PDP as of Q4 2025.

  • Advisornet Financial reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Advisornet Financial sold 125 Invesco Dorsey Wright Momentum ETF shares in Q4 2025, an estimated $14.8K.
  • Advisornet Financial first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and held it in 27 quarters.
  • Advisornet Financial's Invesco Dorsey Wright Momentum ETF position peaked at $1.75M in Q4 2017.
  • 200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.