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

Creative Planning’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 		$995K Buy
8,242
+269
+3% +$33.4K ﹤0.01% 2463
2025
Q4 		$928K Buy
7,973
+40
+0.5% +$4.71K ﹤0.01% 2337
2025
Q3 		$937K Buy
7,933
+2,238
+39% +$251K ﹤0.01% 2173
2025
Q2 		$618K Sell
5,695
-271
-5% -$27.7K ﹤0.01% 2270
2025
Q1 		$596K Buy
5,966
+118
+2% +$12.7K ﹤0.01% 2132
2024
Q4 		$629K Sell
5,848
-73
-1% -$8.01K ﹤0.01% 2019
2024
Q3 		$611K Buy
5,921
+396
+7% +$39.1K ﹤0.01% 1929
2024
Q2 		$541K Hold
5,525
– – ﹤0.01% 1876
2024
Q1 		$546K Sell
5,525
-1,227
-18% -$112K ﹤0.01% 1799
2023
Q4 		$577K Buy
6,752
+182
+3% +$14.5K ﹤0.01% 1604
2023
Q3 		$506K Buy
6,570
+295
+5% +$23.5K ﹤0.01% 1565
2023
Q2 		$508K Buy
6,275
+1,333
+27% +$101K ﹤0.01% 1542
2023
Q1 		$375K Buy
4,942
+200
+4% +$14.9K ﹤0.01% 1659
2022
Q4 		$337K Sell
4,742
-2,816
-37% -$205K ﹤0.01% 1653
2022
Q3 		$511K Buy
7,558
+49
+0.7% +$3.57K ﹤0.01% 1324
2022
Q2 		$511K Buy
7,509
+175
+2% +$13.1K ﹤0.01% 1304
2022
Q1 		$594K Hold
7,334
– – ﹤0.01% 1238
2021
Q4 		$693K Buy
7,334
+762
+12% +$72.3K ﹤0.01% 1124
2021
Q3 		$588K Sell
6,572
-365
-5% -$33.6K ﹤0.01% 1207
2021
Q2 		$622K Sell
6,937
-545
-7% -$47.2K ﹤0.01% 1161
2021
Q1 		$637K Sell
7,482
-4,134
-36% -$362K ﹤0.01% 1273
2020
Q4 		$1.02M Sell
11,616
-2,516
-18% -$206K ﹤0.01% 940
2020
Q3 		$1.08M Buy
14,132
+5,759
+69% +$424K ﹤0.01% 774
2020
Q2 		$564K Buy
8,373
+339
+4% +$21.2K ﹤0.01% 971
2020
Q1 		$434K Buy
8,034
+96
+1% +$6.01K ﹤0.01% 1018
2019
Q4 		$511K Buy
7,938
+53
+0.7% +$3.29K ﹤0.01% 1099
2019
Q3 		$480K Buy
7,885
+270
+4% +$16.6K ﹤0.01% 1085
2019
Q2 		$459K Buy
7,615
+30
+0.4% +$1.75K ﹤0.01% 1131
2019
Q1 		$430K Hold
7,585
– – ﹤0.01% 1122
2018
Q4 		$368K Sell
7,585
-194
-2% -$10.2K ﹤0.01% 1115
2018
Q3 		$464K Buy
7,779
+707
+10% +$41K ﹤0.01% 1122
2018
Q2 		$391K Buy
7,072
+1
+0% +$55 ﹤0.01% 1209
2018
Q1 		$372K Buy
7,071
+1,493
+27% +$79.9K ﹤0.01% 1233
2017
Q4 		$288K Buy
5,578
+27
+0.5% +$1.37K ﹤0.01% 1386
2017
Q3 		$270K Sell
5,551
-400
-7% -$19.2K ﹤0.01% 1393
2017
Q2 		$279K Sell
5,951
-404
-6% -$18.6K ﹤0.01% 1330
2017
Q1 		$288K Hold
6,355
– – ﹤0.01% 1290
2016
Q4 		$267K Sell
6,355
-1,000
-14% -$41.8K ﹤0.01% 1251
2016
Q3 		$312K Buy
7,355
+2,479
+51% +$106K ﹤0.01% 1160
2016
Q2 		$205K Hold
4,876
– – ﹤0.01% 1244
2016
Q1 		$199K Buy
4,876
+367
+8% +$14.2K ﹤0.01% 1218
2015
Q4 		$187K Buy
4,509
+423
+10% +$17.7K ﹤0.01% 1241
2015
Q3 		$164K Buy
+4,086
New +$174K ﹤0.01% 1303
2015
Q2 		– Sell
-7,482
Closed -$325K – 2449
2015
Q1 		$325K Buy
7,482
+2,458
+49% +$104K ﹤0.01% 952
2014
Q4 		$206K Hold
5,024
– – ﹤0.01% 1122
2014
Q3 		$197K Buy
5,024
+3,204
+176% +$126K ﹤0.01% 1061
2014
Q2 		$71K Sell
1,820
-1,267
-41% -$47.6K ﹤0.01% 1654
2014
Q1 		$115K Buy
3,087
+1,140
+59% +$42.2K ﹤0.01% 1316
2013
Q4 		$71K Buy
1,947
+947
+95% +$33.1K ﹤0.01% 1387
2013
Q3 		$34K Hold
1,000
– – ﹤0.01% 1758
2013
Q2 		$31K Buy
+1,000
New +$31.6K ﹤0.01% 1663

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

Creative Planning's PDP Position: Q1 2026 in Review

Creative Planning increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 3.4% in Q1 2026, buying an estimated $33.4K and bringing the position to 8,242 shares worth $995K. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Creative Planning first reported a position in PDP in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.08M in Q3 2020. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Creative Planning held 8,242 shares of Invesco Dorsey Wright Momentum ETF worth $995K as of Q1 2026.
  • Creative Planning bought 269 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $33.4K.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2463 holding.
  • Creative Planning first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Invesco Dorsey Wright Momentum ETF position peaked at $1.08M in Q3 2020.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.