Ameritas Advisory Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Ameritas Advisory Services’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	-671	Closed	-$79.2K	–	1774
2025 Q3	$79.2K	Sell	671 -382	-36%	-$42.9K	0.01%	917
2025 Q2	$114K	Buy	+1,053	New	+$108K	0.01%	938
2023 Q2	–	Sell	-1,430	Closed	-$109K	–	1965
2023 Q1	$109K	Buy	+1,430	New	+$106K	0.01%	975

Other funds holding PDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Ameritas Advisory Services's PDP Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2025, closing a stake of 671 shares — an estimated $79.2K sold.

Ameritas Advisory Services first reported a position in PDP in Q1 2023 and held it in 3 quarters. The position peaked at $114K in Q2 2025. 200 funds tracked by Wall St. Rank hold PDP as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 671 Invesco Dorsey Wright Momentum ETF shares in Q4 2025, an estimated $79.2K.
Ameritas Advisory Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Invesco Dorsey Wright Momentum ETF position peaked at $114K in Q2 2025.
200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.