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

Financial Management Professionals’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	-15,974	Closed	-$1.6M	–	1063
2025 Q1	$1.6M	Sell	15,974 -6,611	-29%	-$714K	0.2%	41
2024 Q4	$2.43M	Buy	+22,585	New	+$2.48M	0.31%	44
2024 Q3	–	Sell	-6,667	Closed	-$652K	–	1015
2024 Q2	$652K	Buy	+6,667	New	+$641K	0.09%	72
2019 Q1	–	Sell	-474	Closed	-$23K	–	299
2018 Q4	$23K	Hold	474	–	–	0.01%	114
2018 Q3	$28K	Hold	474	–	–	0.01%	107
2018 Q2	$26K	Hold	474	–	–	0.01%	116
2018 Q1	$25K	Hold	474	–	–	0.01%	119
2017 Q4	$24K	Sell	474 -118	-20%	-$5.99K	0.01%	101
2017 Q3	$28K	Hold	592	–	–	0.01%	98
2017 Q2	$27K	Hold	592	–	–	0.01%	106
2017 Q1	$26K	Hold	592	–	–	0.01%	107
2016 Q4	$24K	Hold	592	–	–	0.01%	116
2016 Q3	$25K	Hold	592	–	–	0.01%	128
2016 Q2	$24K	Hold	592	–	–	0.01%	130
2016 Q1	$24K	Hold	592	–	–	0.01%	104
2015 Q4	$24K	Hold	592	–	–	0.01%	107
2015 Q3	$24K	Hold	592	–	–	0.02%	116
2015 Q2	$25K	Hold	592	–	–	0.01%	117
2015 Q1	$26K	Buy	+592	New	+$25K	0.01%	115

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Management Professionals's PDP Position: Q2 2025 in Review

Financial Management Professionals sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2025, closing a stake of 15,974 shares — an estimated $1.6M sold.

Financial Management Professionals first reported a position in PDP in Q1 2015 and held it in 19 quarters. The position peaked at $2.43M in Q4 2024. 203 funds tracked by Wall St. Rank hold PDP as of Q2 2025.

Financial Management Professionals reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2025 after selling out during the quarter.
Financial Management Professionals sold 15,974 Invesco Dorsey Wright Momentum ETF shares in Q2 2025, an estimated $1.6M.
Financial Management Professionals first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2015 and held it in 19 quarters.
Financial Management Professionals's Invesco Dorsey Wright Momentum ETF position peaked at $2.43M in Q4 2024.
203 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2025.

Based on Financial Management Professionals's 13F filing for Q2 2025, filed 15 Jul 2025.