Bryn Mawr Capital Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Bryn Mawr Capital Management’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	$615K	Hold	4,051	–	–	0.03%	267
2026 Q1	$489K	Hold	4,051	–	–	0.02%	280
2025 Q4	$472K	Hold	4,051	–	–	0.02%	283
2025 Q3	$478K	Hold	4,051	–	–	0.02%	281
2025 Q2	$440K	Buy	+4,051	New	+$414K	0.02%	284

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

Bryn Mawr Capital Management's PDP Position: Q2 2026 in Review

Bryn Mawr Capital Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 4,051 shares worth $615K. The position accounts for 0.03% of the portfolio, ranked #267.

Bryn Mawr Capital Management first reported a position in PDP in Q2 2025 and has held it in 5 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Bryn Mawr Capital Management held 4,051 shares of Invesco Dorsey Wright Momentum ETF worth $615K as of Q2 2026.
Bryn Mawr Capital Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.03% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #267 holding.
Bryn Mawr Capital Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2025 and has held it in 5 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.