EH
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Equitable Holdings’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Equitable Holdings’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
Q1 		$2.24M Buy
19,255
+10,410
+118% +$1.29M 0.01% 683
2025
Q4 		$1.03M Buy
8,845
+388
+5% +$45.7K 0.01% 848
2025
Q3 		$998K Buy
8,457
+4,940
+140% +$555K 0.01% 833
2025
Q2 		$382K Buy
3,517
+601
+21% +$61.4K ﹤0.01% 1104
2025
Q1 		$292K Hold
2,916
– – ﹤0.01% 1107
2024
Q4 		$314K Sell
2,916
-571
-16% -$62.7K ﹤0.01% 1024
2024
Q3 		$360K Sell
3,487
-183
-5% -$18.1K ﹤0.01% 973
2024
Q2 		$359K Sell
3,670
-100
-3% -$9.62K ﹤0.01% 940
2024
Q1 		$372K Hold
3,770
– – ﹤0.01% 901
2023
Q4 		$322K Buy
3,770
+5
+0.1% +$397 ﹤0.01% 922
2023
Q3 		$290K Sell
3,765
-100
-3% -$7.97K ﹤0.01% 882
2023
Q2 		$313K Sell
3,865
-94
-2% -$7.13K ﹤0.01% 834
2023
Q1 		$301K Buy
3,959
+44
+1% +$3.27K ﹤0.01% 795
2022
Q4 		$278K Buy
3,915
+675
+21% +$49.2K ﹤0.01% 758
2022
Q3 		$219K Buy
3,240
+2
+0.1% +$146 ﹤0.01% 783
2022
Q2 		$220K Sell
3,238
-90
-3% -$6.74K ﹤0.01% 793
2022
Q1 		$270K Sell
3,328
-115
-3% -$9.33K ﹤0.01% 749
2021
Q4 		$325K Buy
+3,443
New +$327K 0.01% 676
2021
Q3 		– Sell
-2,972
Closed -$266K – 851
2021
Q2 		$266K Buy
+2,972
New +$257K ﹤0.01% 700

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Equitable Holdings's PDP Position: Q1 2026 in Review

Equitable Holdings increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 118% in Q1 2026, buying an estimated $1.29M and bringing the position to 19,255 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #683.

Equitable Holdings first reported a position in PDP in Q2 2021 and has held it in 19 quarters since. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Equitable Holdings held 19,255 shares of Invesco Dorsey Wright Momentum ETF worth $2.24M as of Q1 2026.
  • Equitable Holdings bought 10,410 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $1.29M.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #683 holding.
  • Equitable Holdings first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2021 and has held it in 19 quarters since.
  • 207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.