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
Q2 		$405K Hold
2,672
– – ﹤0.01% 2378
2026
Q1 		$323K Buy
2,672
+75
+3% +$9.3K ﹤0.01% 2284
2025
Q4 		$302K Hold
2,597
– – ﹤0.01% 2173
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 $1.89T 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

Corient Private Wealth's PDP Position: Q2 2026 in Review

Corient Private Wealth held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 2,672 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Corient Private Wealth first reported a position in PDP in Q1 2023 and has held it in 14 quarters since. 222 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Corient Private Wealth held 2,672 shares of Invesco Dorsey Wright Momentum ETF worth $405K as of Q2 2026.
  • Corient Private Wealth left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2378 holding.
  • Corient Private Wealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2023 and has held it in 14 quarters since.
  • 222 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.