EP Wealth Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.69M | Sell |
22,266
-924
| -4% | -$115K | 0.01% | 417 |
|
|
2025
Q4 | $2.7M | Buy |
+23,190
| New | +$2.73M | 0.01% | 380 |
|
|
2025
Q2 | $2.54M | Sell |
23,361
-13,468
| -37% | -$1.38M | 0.02% | 367 |
|
|
2025
Q1 | $3.68M | Sell |
36,829
-249
| -0.7% | -$26.9K | 0.03% | 262 |
|
|
2024
Q4 | $3.99M | Sell |
37,078
-43
| -0.1% | -$4.72K | 0.03% | 250 |
|
|
2024
Q3 | $3.83M | Sell |
37,121
-492
| -1% | -$48.6K | 0.03% | 251 |
|
|
2024
Q2 | $3.68M | Sell |
37,613
-640
| -2% | -$61.6K | 0.04% | 209 |
|
|
2024
Q1 | $3.78M | Sell |
38,253
-70
| -0.2% | -$6.39K | 0.04% | 200 |
|
|
2023
Q4 | $3.28M | Sell |
38,323
-307
| -0.8% | -$24.4K | 0.04% | 206 |
|
|
2023
Q3 | $2.97M | Buy |
38,630
+26,430
| +217% | +$2.11M | 0.05% | 201 |
|
|
2023
Q2 | $3.11M | Buy |
12,200
+1,007
| +9% | +$76.4K | 0.04% | 202 |
|
|
2023
Q1 | $118K | Sell |
11,193
-28,588
| -72% | -$2.13M | ﹤0.01% | 593 |
|
|
2022
Q4 | $2.83M | Buy |
39,781
+1,255
| +3% | +$91.5K | 0.05% | 183 |
|
|
2022
Q3 | $2.6M | Sell |
38,526
-131
| -0.3% | -$9.54K | 0.06% | 170 |
|
|
2022
Q2 | $2.63M | Sell |
38,657
-700
| -2% | -$52.4K | 0.06% | 170 |
|
|
2022
Q1 | $3.19M | Sell |
39,357
-4,457
| -10% | -$362K | 0.07% | 155 |
|
|
2021
Q4 | $4.14M | Buy |
43,814
+1,612
| +4% | +$153K | 0.1% | 120 |
|
|
2021
Q3 | $3.78M | Sell |
42,202
-75
| -0.2% | -$6.9K | 0.1% | 111 |
|
|
2021
Q2 | $3.79M | Sell |
42,277
-2,211
| -5% | -$191K | 0.11% | 123 |
|
|
2021
Q1 | $3.79M | Sell |
44,488
-4,162
| -9% | -$365K | 0.12% | 117 |
|
|
2020
Q4 | $4.27M | Buy |
48,650
+241
| +0.5% | +$19.8K | 0.15% | 86 |
|
|
2020
Q3 | $3.7M | Buy |
48,409
+1,650
| +4% | +$122K | 0.16% | 78 |
|
|
2020
Q2 | $3.15M | Buy |
46,759
+273
| +0.6% | +$17K | 0.13% | 90 |
|
|
2020
Q1 | $2.51M | Sell |
46,486
-309
| -0.7% | -$19.3K | 0.12% | 107 |
|
|
2019
Q4 | $3.01M | Sell |
46,795
-1,488
| -3% | -$92.4K | 0.12% | 108 |
|
|
2019
Q3 | $2.94M | Buy |
48,283
+247
| +0.5% | +$15.2K | 0.15% | 87 |
|
|
2019
Q2 | $2.9M | Sell |
48,036
-22,813
| -32% | -$1.33M | 0.18% | 63 |
|
|
2019
Q1 | $4.02M | Buy |
+70,849
| New | +$3.77M | 0.39% | 47 |
|
|
2018
Q2 | – | Sell |
-10,418
| Closed | -$549K | – | 209 |
|
|
2018
Q1 | $549K | Sell |
10,418
-6,164
| -37% | -$330K | 0.05% | 117 |
|
|
2017
Q4 | $856K | Sell |
16,582
-13,658
| -45% | -$694K | 0.09% | 87 |
|
|
2017
Q3 | $1.47M | Sell |
30,240
-11,967
| -28% | -$574K | 0.17% | 67 |
|
|
2017
Q2 | $1.98M | Buy |
+42,207
| New | +$1.95M | 0.24% | 65 |
|
Other funds holding PDP
SF
EP Wealth Advisors's PDP Position: Q1 2026 in Review
EP Wealth Advisors reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 4% in Q1 2026, selling an estimated $115K and leaving 22,266 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #417.
EP Wealth Advisors first reported a position in PDP in Q2 2017 and has held it in 32 quarters since. The position peaked at $4.27M in Q4 2020. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.
- EP Wealth Advisors held 22,266 shares of Invesco Dorsey Wright Momentum ETF worth $2.69M as of Q1 2026.
- EP Wealth Advisors sold 924 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $115K.
- Invesco Dorsey Wright Momentum ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #417 holding.
- EP Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2017 and has held it in 32 quarters since.
- EP Wealth Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $4.27M in Q4 2020.
- 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.