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CWC Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

CWC Advisors’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 		$304K Hold
2,006
– – 0.14% 125
2026
Q1 		$242K Hold
2,006
– – 0.12% 134
2025
Q4 		$234K Hold
2,006
– – 0.11% 139
2025
Q3 		$237K Hold
2,006
– – 0.12% 132
2025
Q2 		$218K Hold
2,006
– – 0.11% 135
2025
Q1 		$201K Hold
2,006
– – 0.11% 134
2024
Q4 		$216K Hold
2,006
– – 0.22% 110
2024
Q3 		$207K Buy
+2,006
New +$198K 0.2% 115

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CWC Advisors's PDP Position: Q2 2026 in Review

CWC Advisors held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 2,006 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #125.

CWC Advisors first reported a position in PDP in Q3 2024 and has held it in 8 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • CWC Advisors held 2,006 shares of Invesco Dorsey Wright Momentum ETF worth $304K as of Q2 2026.
  • CWC Advisors left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.14% of CWC Advisors's portfolio in Q2 2026, its #125 holding.
  • CWC Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2024 and has held it in 8 quarters since.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.