Creative Planning’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $937K | Buy |
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|
2025
Q2 | $618K | Sell |
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|
2025
Q1 | $596K | Buy |
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|
2024
Q4 | $629K | Sell |
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|
2024
Q3 | $611K | Buy |
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|
2024
Q2 | $541K | Hold |
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|
2024
Q1 | $546K | Sell |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $506K | Buy |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $375K | Buy |
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|
2022
Q4 | $337K | Sell |
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|
2022
Q3 | $511K | Buy |
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|
2022
Q2 | $511K | Buy |
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|
2022
Q1 | $594K | Hold |
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|
2021
Q4 | $693K | Buy |
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|
2021
Q3 | $588K | Sell |
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|
2021
Q2 | $622K | Sell |
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|
2021
Q1 | $637K | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | $564K | Buy |
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|
2020
Q1 | $434K | Buy |
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|
2019
Q4 | $511K | Buy |
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|
2019
Q3 | $480K | Buy |
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|
2019
Q2 | $459K | Buy |
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|
2019
Q1 | $430K | Hold |
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|
2018
Q4 | $368K | Sell |
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|
2018
Q3 | $464K | Buy |
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|
2018
Q2 | $391K | Buy |
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|
2018
Q1 | $372K | Buy |
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|
2017
Q4 | $288K | Buy |
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|
2017
Q3 | $270K | Sell |
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|
2017
Q2 | $279K | Sell |
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|
2017
Q1 | $288K | Hold |
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|
2016
Q4 | $267K | Sell |
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|
2016
Q3 | $312K | Buy |
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|
2016
Q2 | $205K | Hold |
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|
2016
Q1 | $199K | Buy |
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|
2015
Q4 | $187K | Buy |
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|
2015
Q3 | $164K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $325K | Buy |
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|
2014
Q4 | $206K | Hold |
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|
2014
Q3 | $197K | Buy |
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|
2014
Q2 | $71K | Sell |
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|
2014
Q1 | $115K | Buy |
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|
2013
Q4 | $71K | Buy |
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|
2013
Q3 | $34K | Hold |
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|
2013
Q2 | $31K | Buy |
|