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

Atlas Capital 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	$3.34K	Sell	22 -9	-29%	-$1.25K	﹤0.01%	948
2026 Q1	$3.74K	Hold	31	–	–	﹤0.01%	850
2025 Q4	$3.61K	Buy	+31	New	+$3.65K	﹤0.01%	820
2025 Q2	$4.78K	Hold	44	–	–	﹤0.01%	817
2025 Q1	$4.4K	Hold	44	–	–	﹤0.01%	856
2024 Q4	$4.73K	Hold	44	–	–	﹤0.01%	829
2024 Q3	$4.54K	Hold	44	–	–	﹤0.01%	784
2024 Q2	$4.31K	Sell	44 -76	-63%	-$7.31K	﹤0.01%	787
2024 Q1	$11.9K	Sell	120 -11	-8%	-$1K	﹤0.01%	705
2023 Q4	$11.2K	Hold	131	–	–	﹤0.01%	739
2023 Q3	$10.1K	Hold	131	–	–	﹤0.01%	705
2023 Q2	$10.6K	Hold	131	–	–	﹤0.01%	732
2023 Q1	$9.95K	Hold	131	–	–	﹤0.01%	742
2022 Q4	$9.31K	Hold	131	–	–	﹤0.01%	738
2022 Q3	$8.85K	Hold	131	–	–	﹤0.01%	727
2022 Q2	$8.92K	Hold	131	–	–	﹤0.01%	771
2022 Q1	$10.6K	Hold	131	–	–	﹤0.01%	697
2021 Q4	$12.4K	Hold	131	–	–	﹤0.01%	685
2021 Q3	$11.7K	Hold	131	–	–	﹤0.01%	703
2021 Q2	$11.7K	Hold	131	–	–	﹤0.01%	717
2021 Q1	$11.2K	Hold	131	–	–	﹤0.01%	665
2020 Q4	$11.5K	Buy	+131	New	+$10.7K	﹤0.01%	581
2020 Q3	–	Sell	-146	Closed	-$9.83K	–	505
2020 Q2	$9.83K	Hold	146	–	–	﹤0.01%	611
2020 Q1	$7.88K	Hold	146	–	–	﹤0.01%	595
2019 Q4	$9.4K	Hold	146	–	–	﹤0.01%	586
2019 Q3	$8.89K	Hold	146	–	–	﹤0.01%	578
2019 Q2	$8.81K	Sell	146 -131	-47%	-$7.65K	﹤0.01%	601
2019 Q1	$15.7K	Hold	277	–	–	0.01%	499
2018 Q4	$13.4K	Hold	277	–	–	0.01%	486
2018 Q3	$16.3K	Hold	277	–	–	0.01%	480
2018 Q2	$15.9K	Sell	277 -129	-32%	-$7.06K	0.01%	451
2018 Q1	$21.4K	Buy	+406	New	+$21.7K	0.01%	446

Other funds holding PDP

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

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

Atlas Capital Advisors's PDP Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 29% in Q2 2026, selling an estimated $1.25K and leaving 22 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Atlas Capital Advisors first reported a position in PDP in Q1 2018 and has held it in 32 quarters since. The position peaked at $21.4K in Q1 2018. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Atlas Capital Advisors held 22 shares of Invesco Dorsey Wright Momentum ETF worth $3.34K as of Q2 2026.
Atlas Capital Advisors sold 9 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $1.25K.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #948 holding.
Atlas Capital Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2018 and has held it in 32 quarters since.
Atlas Capital Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $21.4K in Q1 2018.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.