AE Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $147K | Sell |
1,216
-12,895
| -91% | -$1.6M | ﹤0.01% | 1681 |
|
|
2025
Q4 | $1.64M | Buy |
14,111
+11,928
| +546% | +$1.41M | 0.01% | 667 |
|
|
2025
Q3 | $258K | Buy |
2,183
+525
| +32% | +$59K | ﹤0.01% | 1258 |
|
|
2025
Q2 | $180K | Sell |
1,658
-85
| -5% | -$8.68K | ﹤0.01% | 1336 |
|
|
2025
Q1 | $174K | Sell |
1,743
-90
| -5% | -$9.72K | ﹤0.01% | 1313 |
|
|
2024
Q4 | $197K | Buy |
+1,833
| New | +$201K | ﹤0.01% | 1281 |
|
|
2024
Q3 | – | Sell |
-2,054
| Closed | -$201K | – | 1307 |
|
|
2024
Q2 | $201K | Sell |
2,054
-1,655
| -45% | -$159K | ﹤0.01% | 1168 |
|
|
2024
Q1 | $366K | Sell |
3,709
-13,022
| -78% | -$1.19M | ﹤0.01% | 900 |
|
|
2023
Q4 | $1.45M | Buy |
16,731
+1,655
| +11% | +$131K | 0.01% | 1024 |
|
|
2023
Q3 | $1.16M | Buy |
15,076
+58
| +0.4% | +$4.62K | 0.01% | 1038 |
|
|
2023
Q2 | $1.22M | Sell |
15,018
-657
| -4% | -$49.9K | 0.01% | 1015 |
|
|
2023
Q1 | $1.19M | Sell |
15,675
-1,947
| -11% | -$145K | 0.01% | 975 |
|
|
2022
Q4 | $1.25M | Buy |
17,622
+6,007
| +52% | +$438K | 0.01% | 904 |
|
|
2022
Q3 | $785K | Buy |
11,615
+5,430
| +88% | +$396K | 0.01% | 1044 |
|
|
2022
Q2 | $421K | Sell |
6,185
-3,914
| -39% | -$293K | ﹤0.01% | 1287 |
|
|
2022
Q1 | $818K | Sell |
10,099
-497
| -5% | -$40.3K | 0.01% | 991 |
|
|
2021
Q4 | $1M | Sell |
10,596
-676,514
| -98% | -$64.2M | 0.01% | 924 |
|
|
2021
Q3 | $61.5M | Buy |
687,110
+682,279
| +14,123% | +$62.7M | 0.51% | 36 |
|
|
2021
Q2 | $433K | Sell |
4,831
-161
| -3% | -$13.9K | ﹤0.01% | 1194 |
|
|
2021
Q1 | $425K | Sell |
4,992
-125,772
| -96% | -$11M | ﹤0.01% | 1099 |
|
|
2020
Q4 | $11.5M | Sell |
130,764
-191,120
| -59% | -$15.7M | 0.13% | 160 |
|
|
2020
Q3 | $24.6M | Buy |
321,884
+316,287
| +5,651% | +$23.3M | 0.35% | 58 |
|
|
2020
Q2 | $377K | Sell |
5,597
-69,823
| -93% | -$4.36M | 0.01% | 958 |
|
|
2020
Q1 | $4.07M | Buy |
75,420
+69,973
| +1,285% | +$4.38M | 0.09% | 196 |
|
|
2019
Q4 | $351K | Sell |
5,447
-39,249
| -88% | -$2.44M | 0.01% | 849 |
|
|
2019
Q3 | $2.72M | Buy |
+44,696
| New | +$2.76M | 0.08% | 218 |
|
|
2018
Q4 | – | Sell |
-4,350
| Closed | -$259K | – | 565 |
|
|
2018
Q3 | $259K | Buy |
4,350
+379
| +10% | +$22K | 0.01% | 486 |
|
|
2018
Q2 | $220K | Hold |
3,971
| – | – | 0.02% | 401 |
|
|
2018
Q1 | $209K | Sell |
3,971
-215
| -5% | -$11.5K | 0.02% | 402 |
|
|
2017
Q4 | $216K | Buy |
+4,186
| New | +$213K | 0.02% | 383 |
|
|
2017
Q2 | – | Sell |
-4,705
| Closed | -$213K | – | 385 |
|
|
2017
Q1 | $213K | Buy |
+4,705
| New | +$207K | 0.04% | 254 |
|
Other funds holding PDP
SF
AE Wealth Management's PDP Position: Q1 2026 in Review
AE Wealth Management reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 91% in Q1 2026, selling an estimated $1.6M and leaving 1,216 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.
AE Wealth Management first reported a position in PDP in Q1 2017 and has held it in 31 quarters since. The position peaked at $61.5M in Q3 2021. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.
- AE Wealth Management held 1,216 shares of Invesco Dorsey Wright Momentum ETF worth $147K as of Q1 2026.
- AE Wealth Management sold 12,895 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $1.6M.
- Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1681 holding.
- AE Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2017 and has held it in 31 quarters since.
- AE Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $61.5M in Q3 2021.
- 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.