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

Broadwater Capital’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 		$14.4K Hold
95
– – 0.01% 143
2026
Q1 		$11.1K Hold
95
– – 0.01% 156
2025
Q4 		$11.1K Hold
95
– – 0.01% 156
2025
Q3 		$11.2K Sell
95
-10,221
-99% -$1.15M 0.01% 160
2025
Q2 		$10.3K Buy
10,316
+10,221
+10,759% +$1.04M 0.01% 166
2025
Q1 		$9.5K Hold
95
– – 0.01% 161
2024
Q4 		$10.2K Hold
95
– – 0.01% 168
2024
Q3 		$9.81K Hold
95
– – 0.01% 173
2024
Q2 		$9.3K Hold
95
– – 0.01% 172
2024
Q1 		$9.38K Hold
95
– – 0.01% 175
2023
Q4 		$8.12K Buy
+95
New +$7.55K 0.01% 174

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Broadwater Capital's PDP Position: Q2 2026 in Review

Broadwater Capital held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 95 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #143.

Broadwater Capital first reported a position in PDP in Q4 2023 and has held it in 11 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Broadwater Capital held 95 shares of Invesco Dorsey Wright Momentum ETF worth $14.4K as of Q2 2026.
  • Broadwater Capital left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #143 holding.
  • Broadwater Capital first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2023 and has held it in 11 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.