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 Q3	$78.8K	Hold	572	–	–	0.02%	188
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Costello Asset Management's PDP Position: Q3 2026 in Review

Costello Asset Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2026 at 572 shares worth $78.8K. The position accounts for 0.02% of the portfolio, ranked #188.

Costello Asset Management first reported a position in PDP in Q1 2025 and has held it in 7 quarters since. The position peaked at $86.8K in Q2 2026. 104 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

Costello Asset Management held 572 shares of Invesco Dorsey Wright Momentum ETF worth $78.8K as of Q3 2026.
Costello Asset Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Momentum ETF made up 0.02% of Costello Asset Management's portfolio in Q3 2026, its #188 holding.
Costello Asset Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2025 and has held it in 7 quarters since.
Costello Asset Management's Invesco Dorsey Wright Momentum ETF position peaked at $86.8K in Q2 2026.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Costello Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.