Atria Wealth Solutions’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-5,133	Closed	-$513K	–	1785
2025 Q1	$513K	Hold	5,133	–	–	0.01%	1185
2024 Q4	$552K	Hold	5,133	–	–	0.01%	1222
2024 Q3	$530K	Hold	5,133	–	–	0.01%	1219
2024 Q2	$502K	Hold	5,133	–	–	0.01%	1236
2024 Q1	$507K	Hold	5,133	–	–	0.01%	1255
2023 Q4	$439K	Buy	5,133 +1	+0%	+$79	0.01%	1288
2023 Q3	$395K	Sell	5,132 -940	-15%	-$74.9K	0.01%	1247
2023 Q2	$492K	Buy	6,072 +501	+9%	+$38K	0.01%	1168
2023 Q1	$423K	Sell	5,571 -69	-1%	-$5.13K	0.01%	1227
2022 Q4	$401K	Buy	5,640 +3	+0.1%	+$219	0.01%	1198
2022 Q3	$381K	Buy	5,637 +71	+1%	+$5.17K	0.01%	1170
2022 Q2	$379K	Sell	5,566 -1,629	-23%	-$122K	0.01%	1095
2022 Q1	$583K	Buy	+7,195	New	+$584K	0.01%	979

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

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

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

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

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

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

Atria Wealth Solutions's PDP Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2025, closing a stake of 5,133 shares — an estimated $513K sold.

Atria Wealth Solutions first reported a position in PDP in Q1 2022 and held it in 13 quarters. The position peaked at $583K in Q1 2022. 203 funds tracked by Wall St. Rank hold PDP as of Q2 2025.

Atria Wealth Solutions reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 5,133 Invesco Dorsey Wright Momentum ETF shares in Q2 2025, an estimated $513K.
Atria Wealth Solutions first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's Invesco Dorsey Wright Momentum ETF position peaked at $583K in Q1 2022.
203 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.