Creative Financial Designs’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Creative Financial Designs’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	$833K	Buy	5,487 +5,131	+1,441%	+$715K	0.04%	301
2026 Q1	$43K	Hold	356	–	–	﹤0.01%	950
2025 Q4	$41.4K	Hold	356	–	–	﹤0.01%	932
2025 Q3	$42K	Hold	356	–	–	﹤0.01%	912
2025 Q2	$38.7K	Hold	356	–	–	﹤0.01%	947
2025 Q1	$35.6K	Hold	356	–	–	﹤0.01%	940
2024 Q4	$38.3K	Hold	356	–	–	﹤0.01%	882
2024 Q3	$36.8K	Hold	356	–	–	﹤0.01%	875
2024 Q2	$34.8K	Hold	356	–	–	﹤0.01%	858
2024 Q1	$35.2K	Hold	356	–	–	﹤0.01%	823
2023 Q4	$30.4K	Hold	356	–	–	﹤0.01%	811
2023 Q3	$27.4K	Hold	356	–	–	﹤0.01%	782
2023 Q2	$28.8K	Hold	356	–	–	﹤0.01%	774
2023 Q1	$27K	Hold	356	–	–	﹤0.01%	741
2022 Q4	$25.3K	Hold	356	–	–	﹤0.01%	714
2022 Q3	$24K	Hold	356	–	–	﹤0.01%	692
2022 Q2	$24K	Hold	356	–	–	﹤0.01%	698
2022 Q1	$29K	Hold	356	–	–	﹤0.01%	689
2021 Q4	$34K	Hold	356	–	–	0.01%	647
2021 Q3	$32K	Hold	356	–	–	0.01%	731
2021 Q2	$32K	Hold	356	–	–	0.01%	723
2021 Q1	$30K	Hold	356	–	–	0.01%	686
2020 Q4	$31K	Buy	+356	New	+$29.2K	0.01%	616
2019 Q4	–	Sell	-30	Closed	-$2K	–	601
2019 Q3	$2K	Buy	+30	New	+$1.85K	﹤0.01%	558

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

Creative Financial Designs's PDP Position: Q2 2026 in Review

Creative Financial Designs increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 1,441% in Q2 2026, buying an estimated $715K and bringing the position to 5,487 shares worth $833K. The position accounts for 0.04% of the portfolio, ranked #301.

Creative Financial Designs first reported a position in PDP in Q3 2019 and has held it in 24 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Creative Financial Designs held 5,487 shares of Invesco Dorsey Wright Momentum ETF worth $833K as of Q2 2026.
Creative Financial Designs bought 5,131 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $715K.
Invesco Dorsey Wright Momentum ETF made up 0.04% of Creative Financial Designs's portfolio in Q2 2026, its #301 holding.
Creative Financial Designs first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2019 and has held it in 24 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.