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 Q3	$276K	Hold	2,006	–	–	0.13%	132
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CWC Advisors's PDP Position: Q3 2026 in Review

CWC Advisors held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2026 at 2,006 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #132.

CWC Advisors first reported a position in PDP in Q3 2024 and has held it in 9 quarters since. The position peaked at $304K in Q2 2026. 36 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

CWC Advisors held 2,006 shares of Invesco Dorsey Wright Momentum ETF worth $276K as of Q3 2026.
CWC Advisors left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Momentum ETF made up 0.13% of CWC Advisors's portfolio in Q3 2026, its #132 holding.
CWC Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2024 and has held it in 9 quarters since.
CWC Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $304K in Q2 2026.
36 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.