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

Cyndeo Wealth Partners’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 		$653K Hold
4,302
– – 0.03% 313
2026
Q1 		$519K Sell
4,302
-496
-10% -$61.5K 0.03% 319
2025
Q4 		$558K Sell
4,798
-129
-3% -$15.2K 0.03% 305
2025
Q3 		$582K Buy
4,927
+1
+0% +$112 0.03% 291
2025
Q2 		$535K Buy
4,926
+1
+0% +$102 0.03% 296
2025
Q1 		$492K Hold
4,925
– – 0.03% 299
2024
Q4 		$530K Buy
4,925
+1
+0% +$110 0.04% 290
2024
Q3 		$508K Hold
4,924
– – 0.04% 293
2024
Q2 		$482K Hold
4,924
– – 0.04% 286
2024
Q1 		$486K Sell
4,924
-5,325
-52% -$486K 0.04% 263
2023
Q4 		$876K Sell
10,249
-178,622
-95% -$14.2M 0.08% 197
2023
Q3 		$14.5M Sell
188,871
-2,571
-1% -$205K 1.52% 11
2023
Q2 		$15.5M Buy
191,442
+67,495
+54% +$5.12M 1.62% 8
2023
Q1 		$9.42M Buy
123,947
+8,210
+7% +$611K 1.02% 18
2022
Q4 		$8.22M Buy
+115,737
New +$8.44M 0.97% 21

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

Cyndeo Wealth Partners's PDP Position: Q2 2026 in Review

Cyndeo Wealth Partners held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 4,302 shares worth $653K. The position accounts for 0.03% of the portfolio, ranked #313.

Cyndeo Wealth Partners first reported a position in PDP in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.5M in Q2 2023. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Cyndeo Wealth Partners held 4,302 shares of Invesco Dorsey Wright Momentum ETF worth $653K as of Q2 2026.
  • Cyndeo Wealth Partners left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #313 holding.
  • Cyndeo Wealth Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Invesco Dorsey Wright Momentum ETF position peaked at $15.5M in Q2 2023.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.