Costello Asset Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Costello Asset Management’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	$86.8K	Hold	572	–	–	0.03%	181
2026 Q1	$69.1K	Hold	572	–	–	0.02%	196
2025 Q4	$66.6K	Hold	572	–	–	0.02%	189
2025 Q3	$67.5K	Sell	572 -59	-9%	-$6.63K	0.02%	194
2025 Q2	$68.5K	Buy	631 +1	+0.2%	+$102	0.03%	201
2025 Q1	$63K	Buy	+630	New	+$68.1K	0.03%	206

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Costello Asset Management's PDP Position: Q2 2026 in Review

Costello Asset Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 572 shares worth $86.8K. The position accounts for 0.03% of the portfolio, ranked #181.

Costello Asset Management first reported a position in PDP in Q1 2025 and has held it in 6 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Costello Asset Management held 572 shares of Invesco Dorsey Wright Momentum ETF worth $86.8K as of Q2 2026.
Costello Asset Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.03% of Costello Asset Management's portfolio in Q2 2026, its #181 holding.
Costello Asset Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2025 and has held it in 6 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.