AWA
PDP icon

Arkadios Wealth Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Arkadios Wealth Advisors’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 		$2.07M Sell
13,644
-1,356
-9% -$189K 0.03% 522
2026
Q1 		$1.81M Buy
15,000
+1,186
+9% +$147K 0.03% 549
2025
Q4 		$1.61M Sell
13,814
-536
-4% -$63.1K 0.03% 523
2025
Q3 		$1.69M Buy
14,350
+4,108
+40% +$462K 0.04% 448
2025
Q2 		$1.11M Buy
10,242
+3
+0% +$306 0.03% 531
2025
Q1 		$1.02M Buy
10,239
+3
+0% +$324 0.04% 453
2024
Q4 		$1.1M Buy
10,236
+9
+0.1% +$988 0.06% 309
2024
Q3 		$1.06M Buy
10,227
+5,416
+113% +$535K 0.06% 308
2024
Q2 		$471K Buy
4,811
+2,283
+90% +$220K 0.03% 481
2024
Q1 		$250K Hold
2,528
– – 0.02% 592
2023
Q4 		$216K Buy
+2,528
New +$201K 0.02% 629
2023
Q3 		– Sell
-2,650
Closed -$215K – 733
2023
Q2 		$215K Sell
2,650
-297
-10% -$22.5K 0.03% 558
2023
Q1 		$224K Buy
2,947
+4
+0.1% +$298 0.03% 536
2022
Q4 		$209K Sell
2,943
-2,440
-45% -$178K 0.03% 515
2022
Q3 		$364K Sell
5,383
-196
-4% -$14.3K 0.06% 337
2022
Q2 		$380K Hold
5,579
– – 0.06% 342
2022
Q1 		$452K Sell
5,579
-219
-4% -$17.8K 0.06% 337
2021
Q4 		$548K Sell
5,798
-204
-3% -$19.3K 0.07% 309
2021
Q3 		$537K Sell
6,002
-5,976
-50% -$550K 0.08% 276
2021
Q2 		$1.07M Sell
11,978
-200
-2% -$17.3K 0.13% 181
2021
Q1 		$1.04M Buy
12,178
+4,137
+51% +$362K 0.17% 148
2020
Q4 		$705K Buy
8,041
+5,516
+218% +$452K 0.15% 150
2020
Q3 		$205K Hold
2,525
– – 0.1% 175
2020
Q2 		$175K Hold
2,525
– – 0.1% 167
2020
Q1 		$136K Sell
2,525
-248
-9% -$15.5K 0.09% 191
2019
Q4 		$193K Buy
+2,773
New +$172K 0.12% 155

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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

Arkadios Wealth Advisors's PDP Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 9% in Q2 2026, selling an estimated $189K and leaving 13,644 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #522.

Arkadios Wealth Advisors first reported a position in PDP in Q4 2019 and has held it in 26 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Arkadios Wealth Advisors held 13,644 shares of Invesco Dorsey Wright Momentum ETF worth $2.07M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,356 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $189K.
  • Invesco Dorsey Wright Momentum ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #522 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and has held it in 26 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.