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EPG Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

EPG Wealth 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
-5,455
Closed -$545K – 401
2025
Q1 		$545K Buy
5,455
+3
+0.1% +$324 0.15% 156
2024
Q4 		$587K Buy
5,452
+6
+0.1% +$659 0.15% 147
2024
Q3 		$562K Buy
+5,446
New +$538K 0.14% 155
2024
Q2 		– Sell
-5,446
Closed -$524K – 167
2024
Q1 		$538K Buy
5,446
+2
+0% +$183 0.13% 162
2023
Q4 		$490K Buy
5,444
+1
+0% +$79 0.13% 160
2023
Q3 		$419K Buy
5,443
+2
+0% +$159 0.13% 161
2023
Q2 		$441K Buy
5,441
+7
+0.1% +$531 0.13% 156
2023
Q1 		$413K Buy
5,434
+9
+0.2% +$670 0.13% 154
2022
Q4 		$385K Buy
5,425
+18
+0.3% +$1.31K 0.15% 130
2022
Q3 		$365K Sell
5,407
-8
-0.1% -$583 0.15% 137
2022
Q2 		$369K Hold
5,415
– – 0.16% 138
2022
Q1 		$439K Hold
5,415
– – 0.15% 126
2021
Q4 		$512K Buy
5,415
+500
+10% +$47.4K 0.18% 117
2021
Q3 		$440K Sell
4,915
-600
-11% -$55.2K 0.18% 119
2021
Q2 		$494K Hold
5,515
– – 0.21% 105
2021
Q1 		$470K Hold
5,515
– – 0.23% 102
2020
Q4 		$484K Sell
5,515
-1,005
-15% -$82.4K 0.29% 76
2020
Q3 		$498K Sell
6,520
-936
-13% -$68.9K 0.37% 61
2020
Q2 		$502K Sell
7,456
-1,002
-12% -$62.5K 0.36% 71
2020
Q1 		$456K Buy
+8,458
New +$530K 0.33% 64

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EPG Wealth Management's PDP Position: Q2 2025 in Review

EPG Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2025, closing a stake of 5,455 shares — an estimated $545K sold.

EPG Wealth Management first reported a position in PDP in Q1 2020 and held it in 20 quarters. The position peaked at $587K in Q4 2024. 203 funds tracked by Wall St. Rank hold PDP as of Q2 2025.

  • EPG Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 5,455 Invesco Dorsey Wright Momentum ETF shares in Q2 2025, an estimated $545K.
  • EPG Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2020 and held it in 20 quarters.
  • EPG Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $587K in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.