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

Capital Wealth Alliance’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
Q4 		– Sell
-2,245
Closed -$264K – 89
2025
Q3 		$264K Sell
2,245
-3,692
-62% -$415K 0.13% 72
2025
Q2 		$644K Buy
5,937
+403
+7% +$41.2K 0.35% 43
2025
Q1 		$553K Buy
5,534
+1,098
+25% +$119K 0.33% 42
2024
Q4 		$478K Buy
+4,436
New +$487K 0.27% 55
2023
Q2 		– Sell
-3,310
Closed -$250K – 111
2023
Q1 		$250K Sell
3,310
-8,821
-73% -$656K 0.2% 89
2022
Q4 		$862K Buy
12,131
+2,433
+25% +$177K 0.72% 32
2022
Q3 		$655K Sell
9,698
-10,797
-53% -$787K 0.54% 40
2022
Q2 		$1.4M Sell
20,495
-999
-5% -$74.8K 0.98% 25
2022
Q1 		$1.74M Buy
21,494
+884
+4% +$71.7K 1.04% 24
2021
Q4 		$1.95M Sell
20,610
-2,474
-11% -$235K 1.14% 22
2021
Q3 		$2.13M Buy
23,084
+279
+1% +$25.7K 1.29% 20
2021
Q2 		$1.98M Buy
22,805
+712
+3% +$61.6K 1.27% 20
2021
Q1 		$1.88M Buy
22,093
+7,122
+48% +$624K 1.25% 18
2020
Q4 		$1.33M Buy
14,971
+2,374
+19% +$195K 0.98% 23
2020
Q3 		$963K Sell
12,597
-10,088
-44% -$743K 0.87% 28
2020
Q2 		$1.52M Sell
22,685
-1,239
-5% -$77.3K 1.59% 16
2020
Q1 		$1.29M Buy
23,924
+5,468
+30% +$342K 1.35% 23
2019
Q4 		$1.22M Buy
+18,456
New +$1.15M 1.01% 28

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Capital Wealth Alliance's PDP Position: Q4 2025 in Review

Capital Wealth Alliance sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2025, closing a stake of 2,245 shares — an estimated $264K sold.

Capital Wealth Alliance first reported a position in PDP in Q4 2019 and held it in 18 quarters. The position peaked at $2.13M in Q3 2021. 200 funds tracked by Wall St. Rank hold PDP as of Q4 2025.

  • Capital Wealth Alliance reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Wealth Alliance sold 2,245 Invesco Dorsey Wright Momentum ETF shares in Q4 2025, an estimated $264K.
  • Capital Wealth Alliance first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and held it in 18 quarters.
  • Capital Wealth Alliance's Invesco Dorsey Wright Momentum ETF position peaked at $2.13M in Q3 2021.
  • 200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2025.

Based on Capital Wealth Alliance's 13F filing for Q4 2025, filed 17 Feb 2026.