Financial Advocates Investment Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-3,000	Closed	-$326K	–	425
2025 Q2	$326K	Hold	3,000	–	–	0.03%	476
2025 Q1	$300K	Hold	3,000	–	–	0.02%	563
2024 Q4	$323K	Hold	3,000	–	–	0.02%	578
2024 Q3	$310K	Hold	3,000	–	–	0.02%	591
2024 Q2	$294K	Hold	3,000	–	–	0.02%	579
2024 Q1	$296K	Hold	3,000	–	–	0.02%	597
2023 Q4	$256K	Buy	+3,000	New	+$238K	0.02%	611
2021 Q2	–	Sell	-30,976	Closed	-$2.64M	–	815
2021 Q1	$2.64M	Buy	30,976 +1,900	+7%	+$166K	0.19%	125
2020 Q4	$2.55M	Buy	+29,076	New	+$2.38M	0.17%	132
2020 Q1	–	Sell	-46,335	Closed	-$2.98M	–	531
2019 Q4	$2.98M	Buy	46,335 +41,505	+859%	+$2.58M	0.32%	83
2019 Q3	$294K	Buy	+4,830	New	+$298K	0.03%	381

Other funds holding PDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Financial Advocates Investment Management's PDP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2025, closing a stake of 3,000 shares — an estimated $326K sold.

Financial Advocates Investment Management first reported a position in PDP in Q3 2019 and held it in 11 quarters. The position peaked at $2.98M in Q4 2019. 200 funds tracked by Wall St. Rank hold PDP as of Q3 2025.

Financial Advocates Investment Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 3,000 Invesco Dorsey Wright Momentum ETF shares in Q3 2025, an estimated $326K.
Financial Advocates Investment Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2019 and held it in 11 quarters.
Financial Advocates Investment Management's Invesco Dorsey Wright Momentum ETF position peaked at $2.98M in Q4 2019.
200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.