Cetera Investment Advisers
PDP icon

Cetera Investment Advisers’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Cetera Investment Advisers’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 		$4.69M Buy
30,917
+1,457
+5% +$203K ﹤0.01% 1669
2026
Q1 		$3.56M Buy
29,460
+1,033
+4% +$128K ﹤0.01% 1755
2025
Q4 		$3.31M Buy
28,427
+381
+1% +$44.9K ﹤0.01% 1775
2025
Q3 		$3.31M Buy
28,046
+1,742
+7% +$196K ﹤0.01% 1740
2025
Q2 		$2.86M Buy
26,304
+201
+0.8% +$20.5K ﹤0.01% 1579
2025
Q1 		$2.61M Buy
26,103
+713
+3% +$77K 0.01% 1561
2024
Q4 		$2.73M Sell
25,390
-3,402
-12% -$373K 0.01% 1422
2024
Q3 		$2.97M Buy
28,792
+114
+0.4% +$11.3K 0.01% 1328
2024
Q2 		$2.81M Sell
28,678
-916
-3% -$88.1K 0.01% 1323
2024
Q1 		$2.92M Buy
29,594
+21,577
+269% +$1.97M 0.01% 1303
2023
Q4 		$685K Sell
8,017
-882
-10% -$70.1K 0.01% 1324
2023
Q3 		$685K Sell
8,899
-1,005
-10% -$80.1K 0.01% 1262
2023
Q2 		$803K Sell
9,904
-100
-1% -$7.59K 0.01% 1165
2023
Q1 		$760K Buy
10,004
+222
+2% +$16.5K 0.01% 1171
2022
Q4 		$695K Buy
+9,782
New +$713K 0.01% 1185
2022
Q3 		– Sell
-9,422
Closed -$642K – 1840
2022
Q2 		$642K Buy
9,422
+355
+4% +$26.6K 0.01% 970
2022
Q1 		$735K Sell
9,067
-615
-6% -$49.9K 0.01% 941
2021
Q4 		$915K Sell
9,682
-417
-4% -$39.5K 0.01% 846
2021
Q3 		$903K Sell
10,099
-27
-0.3% -$2.48K 0.01% 808
2021
Q2 		$907K Sell
10,126
-1,217
-11% -$105K 0.01% 814
2021
Q1 		$966K Sell
11,343
-300
-3% -$26.3K 0.02% 684
2020
Q4 		$1.02M Buy
+11,643
New +$954K 0.02% 653

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers's PDP Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 4.9% in Q2 2026, buying an estimated $203K and bringing the position to 30,917 shares worth $4.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Cetera Investment Advisers first reported a position in PDP in Q4 2020 and has held it in 22 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Cetera Investment Advisers held 30,917 shares of Invesco Dorsey Wright Momentum ETF worth $4.69M as of Q2 2026.
  • Cetera Investment Advisers bought 1,457 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $203K.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1669 holding.
  • Cetera Investment Advisers first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and has held it in 22 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.