Forefront Analytics’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Forefront Analytics’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
2024 Q4	–	Sell	-16,690	Closed	-$1.72M	–	66
2024 Q3	$1.72M	Hold	16,690	–	–	0.81%	28
2024 Q2	$1.63M	Sell	16,690 -2,719	-14%	-$262K	0.78%	29
2024 Q1	$1.92M	Buy	19,409 +5	+0%	+$456	0.93%	28
2023 Q4	$1.66M	Buy	19,404 +22	+0.1%	+$1.75K	0.82%	28
2023 Q3	$1.49M	Buy	19,382 +7	+0%	+$558	0.85%	29
2023 Q2	$1.57M	Sell	19,375 -17,544	-48%	-$1.33M	0.9%	27
2023 Q1	$2.8M	Buy	36,919 +567	+2%	+$42.2K	1.45%	19
2022 Q4	$2.58M	Buy	+36,352	New	+$2.65M	1.38%	19

Other funds holding PDP

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Forefront Analytics's PDP Position: Q4 2024 in Review

Forefront Analytics sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2024, closing a stake of 16,690 shares — an estimated $1.72M sold.

Forefront Analytics first reported a position in PDP in Q4 2022 and held it in 8 quarters. The position peaked at $2.8M in Q1 2023. 208 funds tracked by Wall St. Rank hold PDP as of Q4 2024.

Forefront Analytics reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2024 after selling out during the quarter.
Forefront Analytics sold 16,690 Invesco Dorsey Wright Momentum ETF shares in Q4 2024, an estimated $1.72M.
Forefront Analytics first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2022 and held it in 8 quarters.
Forefront Analytics's Invesco Dorsey Wright Momentum ETF position peaked at $2.8M in Q1 2023.
208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2024.

Based on Forefront Analytics's 13F filing for Q4 2024, filed 14 Feb 2025.