Bank of Montreal
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Bank of Montreal’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Bank of Montreal’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 		$30.4K Hold
252
– – ﹤0.01% 3401
2025
Q4 		$29.3K Hold
252
– – ﹤0.01% 3295
2025
Q3 		$29.7K Buy
252
+1
+0.4% +$112 ﹤0.01% 3223
2025
Q2 		$27.3K Hold
251
– – ﹤0.01% 3244
2025
Q1 		$25.1K Sell
251
-37
-13% -$4K ﹤0.01% 3180
2024
Q4 		$31K Sell
288
-25
-8% -$2.74K ﹤0.01% 3195
2024
Q3 		$32.2K Sell
313
-583
-65% -$57.5K ﹤0.01% 3499
2024
Q2 		$88.7K Sell
896
-719
-45% -$69.2K ﹤0.01% 3271
2024
Q1 		$160K Sell
1,615
-191
-11% -$17.4K ﹤0.01% 3139
2023
Q4 		$156K Sell
1,806
-33
-2% -$2.62K ﹤0.01% 3230
2023
Q3 		$148K Buy
1,839
+310
+20% +$24.7K ﹤0.01% 3172
2023
Q2 		$124K Buy
1,529
+303
+25% +$23K ﹤0.01% 3389
2023
Q1 		$93.2K Sell
1,226
-114
-9% -$8.48K ﹤0.01% 3254
2022
Q4 		$95.6K Buy
1,340
+86
+7% +$6.27K ﹤0.01% 3376
2022
Q3 		$91 Buy
1,254
+12
+1% +$874 ﹤0.01% 3488
2022
Q2 		$88 Sell
1,242
-4
-0.3% -$300 ﹤0.01% 3483
2022
Q1 		$104K Buy
1,246
+104
+9% +$8.44K ﹤0.01% 3642
2021
Q4 		$109K Hold
1,142
– – ﹤0.01% 3102
2021
Q3 		$105K Hold
1,142
– – ﹤0.01% 3440
2021
Q2 		$103K Sell
1,142
-3,069
-73% -$266K ﹤0.01% 3321
2021
Q1 		$367K Sell
4,211
-6,823
-62% -$598K ﹤0.01% 2829
2020
Q4 		$989K Sell
11,034
-2,424
-18% -$199K ﹤0.01% 2252
2020
Q3 		$1.04M Sell
13,458
-296
-2% -$21.8K ﹤0.01% 1958
2020
Q2 		$964K Buy
13,754
+2,302
+20% +$144K ﹤0.01% 1943
2020
Q1 		$604K Sell
11,452
-1,883
-14% -$118K ﹤0.01% 1897
2019
Q4 		$858K Buy
13,335
+1,712
+15% +$106K ﹤0.01% 2364
2019
Q3 		$708K Sell
11,623
-1,259
-10% -$77.6K ﹤0.01% 2245
2019
Q2 		$777K Buy
12,882
+1,416
+12% +$82.6K ﹤0.01% 2205
2019
Q1 		$650K Buy
11,466
+2,236
+24% +$119K ﹤0.01% 2194
2018
Q4 		$448K Buy
9,230
+1,517
+20% +$79.6K ﹤0.01% 2217
2018
Q3 		$459K Sell
7,713
-138
-2% -$8.01K ﹤0.01% 2372
2018
Q2 		$434K Buy
7,851
+106
+1% +$5.8K ﹤0.01% 2398
2018
Q1 		$408K Buy
7,745
+95
+1% +$5.08K ﹤0.01% 2309
2017
Q4 		$395K Sell
7,650
-421
-5% -$21.4K ﹤0.01% 2385
2017
Q3 		$392K Buy
8,071
+12
+0.1% +$575 ﹤0.01% 2386
2017
Q2 		$377K Buy
8,059
+280
+4% +$12.9K ﹤0.01% 2387
2017
Q1 		$353K Sell
7,779
-208
-3% -$9.17K ﹤0.01% 2233
2016
Q4 		$335K Sell
7,987
-2,483
-24% -$104K ﹤0.01% 2281
2016
Q3 		$444K Buy
10,470
+624
+6% +$26.7K ﹤0.01% 2128
2016
Q2 		$414K Sell
9,846
-151,698
-94% -$6.24M ﹤0.01% 2179
2016
Q1 		$6.59M Buy
161,544
+151,441
+1,499% +$5.88M 0.01% 930
2015
Q4 		$418K Sell
10,103
-15,159
-60% -$636K ﹤0.01% 2055
2015
Q3 		$1.01M Sell
25,262
-1,102
-4% -$47K ﹤0.01% 1578
2015
Q2 		$1.14M Buy
26,364
+13,451
+104% +$584K ﹤0.01% 1614
2015
Q1 		$561K Sell
12,913
-4,714
-27% -$199K ﹤0.01% 1872
2014
Q4 		$723K Buy
17,627
+2,063
+13% +$82.7K ﹤0.01% 1873
2014
Q3 		$612K Buy
15,564
+566
+4% +$22.3K ﹤0.01% 1993
2014
Q2 		$585K Buy
14,998
+2,203
+17% +$82.8K ﹤0.01% 2001
2014
Q1 		$476K Sell
12,795
-4,625
-27% -$171K ﹤0.01% 2074
2013
Q4 		$638K Sell
17,420
-22,892
-57% -$801K ﹤0.01% 1699
2013
Q3 		$1.36M Buy
40,312
+861
+2% +$28.4K ﹤0.01% 1310
2013
Q2 		$1.23M Buy
+39,451
New +$1.25M ﹤0.01% 1303

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Bank of Montreal's PDP Position: Q1 2026 in Review

Bank of Montreal held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q1 2026 at 252 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3401.

Bank of Montreal first reported a position in PDP in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.59M in Q1 2016. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Bank of Montreal held 252 shares of Invesco Dorsey Wright Momentum ETF worth $30.4K as of Q1 2026.
  • Bank of Montreal left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3401 holding.
  • Bank of Montreal first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Invesco Dorsey Wright Momentum ETF position peaked at $6.59M in Q1 2016.
  • 208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.