AlphaCore Capital
PDP icon

AlphaCore Capital’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

AlphaCore Capital’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 		$592K Buy
4,297
+467
+12% +$64.1K 0.01% 728
2026
Q2 		$581K Hold
3,830
– – 0.01% 621
2026
Q1 		$462K Hold
3,830
– – 0.01% 567
2025
Q4 		$446K Buy
+3,830
New +$451K 0.01% 648

Other funds holding PDP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

AlphaCore Capital's PDP Position: Q3 2026 in Review

AlphaCore Capital increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 12% in Q3 2026, buying an estimated $64.1K and bringing the position to 4,297 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #728.

AlphaCore Capital first reported a position in PDP in Q4 2025 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

  • AlphaCore Capital held 4,297 shares of Invesco Dorsey Wright Momentum ETF worth $592K as of Q3 2026.
  • AlphaCore Capital bought 467 Invesco Dorsey Wright Momentum ETF shares in Q3 2026, an estimated $64.1K.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #728 holding.
  • AlphaCore Capital first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2025 and has held it in 4 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.