Corient Private Wealth
PDP icon

Corient Private Wealth’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Corient Private Wealth’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 		$323K Buy
2,672
+75
+3% +$9.3K ﹤0.01% 2284
2025
Q4 		$302K Hold
2,597
– – ﹤0.01% 2495
2025
Q3 		$307K Sell
2,597
-536
-17% -$60.2K ﹤0.01% 2100
2025
Q2 		$340K Buy
3,133
+539
+21% +$55K ﹤0.01% 1926
2025
Q1 		$259K Sell
2,594
-139
-5% -$15K ﹤0.01% 1930
2024
Q4 		$294K Buy
2,733
+2
+0.1% +$220 ﹤0.01% 1903
2024
Q3 		$282K Hold
2,731
– – ﹤0.01% 2040
2024
Q2 		$267K Hold
2,731
– – ﹤0.01% 1980
2024
Q1 		$270K Buy
2,731
+1
+0% +$91 ﹤0.01% 1950
2023
Q4 		$233K Buy
2,730
+2
+0.1% +$159 ﹤0.01% 1995
2023
Q3 		$210K Hold
2,728
– – ﹤0.01% 1896
2023
Q2 		$221K Buy
2,728
+2
+0.1% +$152 ﹤0.01% 1828
2023
Q1 		$207K Buy
+2,726
New +$203K ﹤0.01% 1788

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Corient Private Wealth's PDP Position: Q1 2026 in Review

Corient Private Wealth increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 2.9% in Q1 2026, buying an estimated $9.3K and bringing the position to 2,672 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Corient Private Wealth first reported a position in PDP in Q1 2023 and has held it in 13 quarters since. The position peaked at $340K in Q2 2025. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Corient Private Wealth held 2,672 shares of Invesco Dorsey Wright Momentum ETF worth $323K as of Q1 2026.
  • Corient Private Wealth bought 75 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $9.3K.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2284 holding.
  • Corient Private Wealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Invesco Dorsey Wright Momentum ETF position peaked at $340K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.