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

Elevation 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 		$911 Hold
6
– – ﹤0.01% 1263
2026
Q1 		$725 Hold
6
– – ﹤0.01% 1024
2025
Q4 		$699 Hold
6
– – ﹤0.01% 891
2025
Q3 		$709 Hold
6
– – ﹤0.01% 777
2025
Q2 		$652 Hold
6
– – ﹤0.01% 448
2025
Q1 		$600 Hold
6
– – ﹤0.01% 455
2024
Q4 		$646 Hold
6
– – ﹤0.01% 459
2024
Q3 		$620 Hold
6
– – ﹤0.01% 443
2024
Q2 		$588 Hold
6
– – ﹤0.01% 473
2024
Q1 		$593 Buy
+6
New +$548 ﹤0.01% 439

Other funds holding PDP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Elevation Wealth Partners held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 6 shares worth $911. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Elevation Wealth Partners first reported a position in PDP in Q1 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Elevation Wealth Partners held 6 shares of Invesco Dorsey Wright Momentum ETF worth $911 as of Q2 2026.
  • Elevation Wealth Partners left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1263 holding.
  • Elevation Wealth Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2024 and has held it in 10 quarters since.
  • 86 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.