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

Capital Analysts 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
2025 Q3	–	Sell	-12	Closed	-$1K	–	1477
2025 Q2	$1K	Buy	+12	New	+$1.23K	﹤0.01%	1368
2025 Q1	–	Sell	-12	Closed	-$1K	–	1416
2024 Q4	$1K	Hold	12	–	–	﹤0.01%	1274
2024 Q3	$1K	Hold	12	–	–	﹤0.01%	1287
2024 Q2	$1K	Hold	12	–	–	﹤0.01%	1174
2024 Q1	$1K	Hold	12	–	–	﹤0.01%	1091
2023 Q4	$1K	Hold	12	–	–	﹤0.01%	1069
2023 Q3	$1K	Hold	12	–	–	﹤0.01%	1124
2023 Q2	$1K	Hold	12	–	–	﹤0.01%	982
2023 Q1	$1K	Hold	12	–	–	﹤0.01%	953
2022 Q4	$1K	Hold	12	–	–	﹤0.01%	1036
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	1067
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	986
2022 Q1	$1K	Buy	+12	New	+$974	﹤0.01%	911
2020 Q1	–	Sell	-86	Closed	-$6K	–	719
2019 Q4	$6K	Hold	86	–	–	﹤0.01%	603
2019 Q3	$5K	Buy	+86	New	+$5.3K	﹤0.01%	614

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 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

Capital Analysts LLC's PDP Position: Q3 2025 in Review

Capital Analysts LLC sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2025, closing a stake of 12 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in PDP in Q3 2019 and held it in 15 quarters. The position peaked at $6K in Q4 2019. 200 funds tracked by Wall St. Rank hold PDP as of Q3 2025.

Capital Analysts LLC reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 12 Invesco Dorsey Wright Momentum ETF shares in Q3 2025, an estimated $1K.
Capital Analysts LLC first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2019 and held it in 15 quarters.
Capital Analysts LLC's Invesco Dorsey Wright Momentum ETF position peaked at $6K in Q4 2019.
200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.