Bogart Wealth LLC’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Bogart Wealth LLC’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	$17.3K	Hold	114	–	–	﹤0.01%	837
2026 Q1	$13.8K	Hold	114	–	–	﹤0.01%	830
2025 Q4	$13.3K	Hold	114	–	–	﹤0.01%	792
2025 Q3	$13.5K	Hold	114	–	–	﹤0.01%	767
2025 Q2	$12.4K	Hold	114	–	–	﹤0.01%	748
2025 Q1	$11.4K	Hold	114	–	–	﹤0.01%	718
2024 Q4	$12.3K	Hold	114	–	–	﹤0.01%	688
2024 Q3	$11.8K	Hold	114	–	–	﹤0.01%	660
2024 Q2	$11.2K	Hold	114	–	–	﹤0.01%	639
2024 Q1	$11.3K	Hold	114	–	–	﹤0.01%	625
2023 Q4	$9.75K	Hold	114	–	–	﹤0.01%	628
2023 Q3	$8.78K	Hold	114	–	–	﹤0.01%	618
2023 Q2	$9.24K	Hold	114	–	–	﹤0.01%	598
2023 Q1	$8.66K	Hold	114	–	–	﹤0.01%	621
2022 Q4	$8.1K	Hold	114	–	–	﹤0.01%	589
2022 Q3	$8K	Hold	114	–	–	﹤0.01%	605
2022 Q2	$8K	Hold	114	–	–	﹤0.01%	580
2022 Q1	$9K	Hold	114	–	–	﹤0.01%	510
2021 Q4	$11K	Hold	114	–	–	﹤0.01%	470
2021 Q3	$10K	Hold	114	–	–	﹤0.01%	461
2021 Q2	$10K	Hold	114	–	–	﹤0.01%	449
2021 Q1	$10K	Hold	114	–	–	﹤0.01%	423
2020 Q4	$10K	Hold	114	–	–	﹤0.01%	323
2020 Q3	$8K	Hold	114	–	–	﹤0.01%	329
2020 Q2	$8K	Hold	114	–	–	﹤0.01%	313
2020 Q1	$6K	Hold	114	–	–	﹤0.01%	316
2019 Q4	$7K	Hold	114	–	–	﹤0.01%	310
2019 Q3	$7K	Hold	114	–	–	﹤0.01%	284
2019 Q2	$6K	Buy	114 +39	+52%	+$2.28K	﹤0.01%	271
2019 Q1	$4K	Buy	+75	New	+$3.99K	﹤0.01%	292

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

Bogart Wealth LLC's PDP Position: Q2 2026 in Review

Bogart Wealth LLC held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 114 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Bogart Wealth LLC first reported a position in PDP in Q1 2019 and has held it in 30 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Bogart Wealth LLC held 114 shares of Invesco Dorsey Wright Momentum ETF worth $17.3K as of Q2 2026.
Bogart Wealth LLC left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #837 holding.
Bogart Wealth LLC first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2019 and has held it in 30 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.