EWP
PDP icon

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
Q3 		$827 Hold
6
– – ﹤0.01% 1308
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Elevation Wealth Partners's PDP Position: Q3 2026 in Review

Elevation Wealth Partners held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2026 at 6 shares worth $827. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Elevation Wealth Partners first reported a position in PDP in Q1 2024 and has held it in 11 quarters since. The position peaked at $911 in Q2 2026. 8 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

  • Elevation Wealth Partners held 6 shares of Invesco Dorsey Wright Momentum ETF worth $827 as of Q3 2026.
  • Elevation Wealth Partners left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2026.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1308 holding.
  • Elevation Wealth Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2024 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Invesco Dorsey Wright Momentum ETF position peaked at $911 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.