Consolidated Planning Corp’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Consolidated Planning Corp’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 Q1	–	Sell	-4,815	Closed	-$560K	–	192
2025 Q4	$560K	Hold	4,815	–	–	0.06%	145
2025 Q3	$568K	Hold	4,815	–	–	0.06%	141
2025 Q2	$523K	Hold	4,815	–	–	0.07%	138
2025 Q1	$481K	Hold	4,815	–	–	0.07%	134
2024 Q4	$518K	Hold	4,815	–	–	0.07%	127
2024 Q3	$497K	Sell	4,815 -200	-4%	-$19.7K	0.07%	128
2024 Q2	$491K	Buy	5,015 +600	+14%	+$57.7K	0.08%	115
2024 Q1	$436K	Hold	4,415	–	–	0.07%	110
2023 Q4	$377K	Hold	4,415	–	–	0.07%	112
2023 Q3	$340K	Hold	4,415	–	–	0.08%	115
2023 Q2	$358K	Sell	4,415 -1,380	-24%	-$105K	0.08%	128
2023 Q1	$440K	Buy	5,795 +86	+2%	+$6.4K	0.11%	87
2022 Q4	$406K	Hold	5,709	–	–	0.11%	89
2022 Q3	$386K	Sell	5,709 -2,716	-32%	-$198K	0.12%	82
2022 Q2	$574K	Buy	+8,425	New	+$631K	0.18%	79

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Consolidated Planning Corp's PDP Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2026, closing a stake of 4,815 shares — an estimated $560K sold.

Consolidated Planning Corp first reported a position in PDP in Q2 2022 and held it in 15 quarters. The position peaked at $574K in Q2 2022. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

Consolidated Planning Corp reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2026 after selling out during the quarter.
Consolidated Planning Corp sold 4,815 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $560K.
Consolidated Planning Corp first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2022 and held it in 15 quarters.
Consolidated Planning Corp's Invesco Dorsey Wright Momentum ETF position peaked at $574K in Q2 2022.
208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.