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

Eagle Bay 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	$438K	Hold	3,181	–	–	0.32%	67
2026 Q2	$483K	Hold	3,181	–	–	0.36%	61
2026 Q1	$384K	Sell	3,181 -338	-10%	-$41.9K	0.34%	73
2025 Q4	$410K	Hold	3,519	–	–	0.3%	62
2025 Q3	$415K	Hold	3,519	–	–	0.33%	60
2025 Q2	$382K	Sell	3,519 -2,242	-39%	-$229K	0.32%	64
2025 Q1	$576K	Hold	5,761	–	–	0.49%	48
2024 Q4	$620K	Hold	5,761	–	–	0.39%	46
2024 Q3	$595K	Hold	5,761	–	–	0.23%	82
2024 Q2	$564K	Hold	5,761	–	–	0.34%	50
2024 Q1	$569K	Hold	5,761	–	–	0.36%	50
2023 Q4	$493K	Hold	5,761	–	–	0.31%	55
2023 Q3	$444K	Sell	5,761 -75	-1%	-$5.98K	0.21%	70
2023 Q2	$473K	Sell	5,836 -225	-4%	-$17.1K	0.27%	57
2023 Q1	$460K	Hold	6,061	–	–	0.25%	62
2022 Q4	$431K	Sell	6,061 -145	-2%	-$10.6K	0.24%	69
2022 Q3	$419K	Hold	6,206	–	–	0.26%	66
2022 Q2	$423K	Hold	6,206	–	–	0.26%	62
2022 Q1	$503K	Sell	6,206 -575	-8%	-$46.7K	0.41%	41
2021 Q4	$641K	Buy	6,781 +755	+13%	+$71.6K	0.41%	36
2021 Q3	$539K	Sell	6,026 -1,490	-20%	-$137K	0.3%	47
2021 Q2	$681K	Buy	+7,516	New	+$651K	0.55%	30

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

Eagle Bay Advisors's PDP Position: Q3 2026 in Review

Eagle Bay Advisors held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2026 at 3,181 shares worth $438K. The position accounts for 0.32% of the portfolio, ranked #67.

Eagle Bay Advisors first reported a position in PDP in Q2 2021 and has held it in 22 quarters since. The position peaked at $681K in Q2 2021. 39 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

Eagle Bay Advisors held 3,181 shares of Invesco Dorsey Wright Momentum ETF worth $438K as of Q3 2026.
Eagle Bay Advisors left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Momentum ETF made up 0.32% of Eagle Bay Advisors's portfolio in Q3 2026, its #67 holding.
Eagle Bay Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2021 and has held it in 22 quarters since.
Eagle Bay Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $681K in Q2 2021.
39 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Eagle Bay Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.