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Advisortrust Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Advisortrust Partners’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
Q2 		– Sell
-846
Closed -$102K – 254
2026
Q1 		$102K Buy
+846
New +$105K 0.04% 185

Other funds holding PDP

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Raymond James Financial
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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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Advisortrust Partners's PDP Position: Q2 2026 in Review

Advisortrust Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026, closing a stake of 846 shares — an estimated $102K sold.

Advisortrust Partners first reported a position in PDP in Q1 2026 and held it in 1 quarter. The position peaked at $102K in Q1 2026. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Advisortrust Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 846 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $102K.
  • Advisortrust Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's Invesco Dorsey Wright Momentum ETF position peaked at $102K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.