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 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 $1.66T 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 $79.5B AUM 27.1% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Atlas Capital Advisors's PDP Position: Q1 2026 in Review

Atlas Capital Advisors held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q1 2026 at 31 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Atlas Capital Advisors first reported a position in PDP in Q1 2018 and has held it in 31 quarters since. The position peaked at $21.4K in Q1 2018. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

Atlas Capital Advisors held 31 shares of Invesco Dorsey Wright Momentum ETF worth $3.74K as of Q1 2026.
Atlas Capital Advisors left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #850 holding.
Atlas Capital Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2018 and has held it in 31 quarters since.
Atlas Capital Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $21.4K in Q1 2018.
208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.