Astoria Portfolio Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Astoria Portfolio 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
2025 Q1	–	Sell	-2,416	Closed	-$263K	–	253
2024 Q4	$263K	Hold	2,416	–	–	0.09%	175
2024 Q3	$257K	Hold	2,416	–	–	0.09%	166
2024 Q2	$236K	Hold	2,416	–	–	0.08%	162
2024 Q1	$226K	Hold	2,416	–	–	0.09%	160
2023 Q4	$216K	Buy	+2,416	New	+$192K	0.09%	173
2022 Q1	–	Sell	-2,442	Closed	-$231K	–	165
2021 Q4	$231K	Buy	+2,442	New	+$232K	0.18%	123

Other funds holding PDP

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Astoria Portfolio Advisors's PDP Position: Q1 2025 in Review

Astoria Portfolio Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2025, closing a stake of 2,416 shares — an estimated $263K sold.

Astoria Portfolio Advisors first reported a position in PDP in Q4 2021 and held it in 6 quarters. The position peaked at $263K in Q4 2024. 209 funds tracked by Wall St. Rank hold PDP as of Q1 2025.

Astoria Portfolio Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2025 after selling out during the quarter.
Astoria Portfolio Advisors sold 2,416 Invesco Dorsey Wright Momentum ETF shares in Q1 2025, an estimated $263K.
Astoria Portfolio Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2021 and held it in 6 quarters.
Astoria Portfolio Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $263K in Q4 2024.
209 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.