CreativeOne Wealth’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

CreativeOne Wealth’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	$275K	Buy	2,276 +405	+22%	+$50.2K	0.01%	1004
2025 Q4	$218K	Buy	+1,871	New	+$220K	0.01%	1086
2022 Q1	–	Sell	-2,381	Closed	-$225K	–	794
2021 Q4	$225K	Sell	2,381 -90	-4%	-$8.54K	0.01%	681
2021 Q3	$221K	Buy	2,471 +10	+0.4%	+$920	0.01%	640
2021 Q2	$220K	Hold	2,461	–	–	0.01%	626
2021 Q1	$209K	Sell	2,461 -32	-1%	-$2.8K	0.02%	531
2020 Q4	$219K	Buy	+2,493	New	+$204K	0.02%	467

Other funds holding PDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

CreativeOne Wealth's PDP Position: Q1 2026 in Review

CreativeOne Wealth increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 22% in Q1 2026, buying an estimated $50.2K and bringing the position to 2,276 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #1004.

CreativeOne Wealth first reported a position in PDP in Q4 2020 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

CreativeOne Wealth held 2,276 shares of Invesco Dorsey Wright Momentum ETF worth $275K as of Q1 2026.
CreativeOne Wealth bought 405 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $50.2K.
Invesco Dorsey Wright Momentum ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1004 holding.
CreativeOne Wealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2020 and has held it in 7 quarters since.
207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.