Cedar Mountain Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Cedar Mountain Advisors’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 Q3	$3.88K	Hold	28	–	–	﹤0.01%	716
2026 Q2	$4.28K	Hold	28	–	–	﹤0.01%	739
2026 Q1	$3.4K	Hold	28	–	–	﹤0.01%	754
2025 Q4	$3.28K	Hold	28	–	–	﹤0.01%	353
2025 Q3	$3.33K	Hold	28	–	–	﹤0.01%	369
2025 Q2	$3.06K	Hold	28	–	–	﹤0.01%	293
2025 Q1	$2.81K	Hold	28	–	–	﹤0.01%	277
2024 Q4	$3.03K	Hold	28	–	–	﹤0.01%	291
2024 Q3	$2.9K	Hold	28	–	–	﹤0.01%	274
2024 Q2	$2.75K	Hold	28	–	–	﹤0.01%	262
2024 Q1	$2.78K	Hold	28	–	–	﹤0.01%	260
2023 Q4	$2.4K	Hold	28	–	–	﹤0.01%	255
2023 Q3	$2.16K	Hold	28	–	–	﹤0.01%	254
2023 Q2	$2.27K	Hold	28	–	–	﹤0.01%	243
2023 Q1	$2.13K	Hold	28	–	–	﹤0.01%	244
2022 Q4	$1.99K	Hold	28	–	–	﹤0.01%	247
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	258
2022 Q2	$2K	Hold	28	–	–	﹤0.01%	260
2022 Q1	$2K	Hold	28	–	–	﹤0.01%	273
2021 Q4	$3K	Hold	28	–	–	﹤0.01%	261
2021 Q3	$2K	Hold	28	–	–	﹤0.01%	267
2021 Q2	$2K	Hold	28	–	–	﹤0.01%	241
2021 Q1	$2K	Hold	28	–	–	﹤0.01%	246
2020 Q4	$2K	Hold	28	–	–	﹤0.01%	240
2020 Q3	$2K	Hold	28	–	–	﹤0.01%	219
2020 Q2	$2K	Hold	28	–	–	﹤0.01%	219
2020 Q1	$1K	Buy	28 +1	+4%	+$63	﹤0.01%	220
2019 Q4	$2K	Buy	+27	New	+$1.68K	﹤0.01%	219

Other funds holding PDP

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Cedar Mountain Advisors's PDP Position: Q3 2026 in Review

Cedar Mountain Advisors held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2026 at 28 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Cedar Mountain Advisors first reported a position in PDP in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.28K in Q2 2026. 38 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

Cedar Mountain Advisors held 28 shares of Invesco Dorsey Wright Momentum ETF worth $3.88K as of Q3 2026.
Cedar Mountain Advisors left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #716 holding.
Cedar Mountain Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and has held it in 28 quarters since.
Cedar Mountain Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $4.28K in Q2 2026.
38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.