DQRIM
PDP icon

Dale Q Rice Investment Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Dale Q Rice Investment Management’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
2025
Q2 		– Sell
-2,948
Closed -$295K – 81
2025
Q1 		$295K Buy
+2,948
New +$318K 0.15% 71

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dale Q Rice Investment Management's PDP Position: Q2 2025 in Review

Dale Q Rice Investment Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2025, closing a stake of 2,948 shares — an estimated $295K sold.

Dale Q Rice Investment Management first reported a position in PDP in Q1 2025 and held it in 1 quarter. The position peaked at $295K in Q1 2025. 203 funds tracked by Wall St. Rank hold PDP as of Q2 2025.

  • Dale Q Rice Investment Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Dale Q Rice Investment Management sold 2,948 Invesco Dorsey Wright Momentum ETF shares in Q2 2025, an estimated $295K.
  • Dale Q Rice Investment Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Dale Q Rice Investment Management's Invesco Dorsey Wright Momentum ETF position peaked at $295K in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2025.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.