AMG National Trust Bank’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

AMG National Trust Bank’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	$243K	Buy	+1,600	New	+$223K	0.01%	409

Other funds holding PDP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AMG National Trust Bank's PDP Position: Q2 2026 in Review

AMG National Trust Bank opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 1,600 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings.

134 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

AMG National Trust Bank held 1,600 shares of Invesco Dorsey Wright Momentum ETF worth $243K as of Q2 2026.
Invesco Dorsey Wright Momentum ETF was a new AMG National Trust Bank position in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #409 holding.
134 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.