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Carolinas Wealth Consulting’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-8,282
Closed -$828K – 675
2025
Q1 		$828K Buy
8,282
+229
+3% +$24.7K 0.18% 72
2024
Q4 		$867K Hold
8,053
– – 0.17% 69
2024
Q3 		$832K Buy
8,053
+470
+6% +$46.4K 0.15% 76
2024
Q2 		$742K Buy
7,583
+2,299
+44% +$221K 0.14% 78
2024
Q1 		$522K Buy
+5,284
New +$482K 0.1% 95

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carolinas Wealth Consulting's PDP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2025, closing a stake of 8,282 shares — an estimated $828K sold.

Carolinas Wealth Consulting first reported a position in PDP in Q1 2024 and held it in 5 quarters. The position peaked at $867K in Q4 2024. 203 funds tracked by Wall St. Rank hold PDP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8,282 Invesco Dorsey Wright Momentum ETF shares in Q2 2025, an estimated $828K.
  • Carolinas Wealth Consulting first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Invesco Dorsey Wright Momentum ETF position peaked at $867K in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.