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Fort Point Capital Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Fort Point Capital Partners’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
-16,262
Closed -$1.77M – 294
2025
Q2 		$1.77M Sell
16,262
-228
-1% -$23.3K 0.13% 101
2025
Q1 		$1.65M Buy
16,490
+451
+3% +$48.7K 0.18% 93
2024
Q4 		$1.73M Sell
16,039
-292
-2% -$32.1K 0.19% 90
2024
Q3 		$1.69M Sell
16,331
-159
-1% -$15.7K 0.21% 77
2024
Q2 		$1.61M Sell
16,490
-150
-0.9% -$14.4K 0.2% 83
2024
Q1 		$1.64M Sell
16,640
-489
-3% -$44.6K 0.22% 79
2023
Q4 		$1.46M Sell
17,129
-811
-5% -$64.4K 0.21% 80
2023
Q3 		$1.38M Sell
17,940
-895
-5% -$71.4K 0.21% 78
2023
Q2 		$1.53M Sell
18,835
-147
-0.8% -$11.2K 0.22% 75
2023
Q1 		$1.44M Sell
18,982
-780
-4% -$58K 0.22% 82
2022
Q4 		$1.4M Sell
19,762
-172
-0.9% -$12.5K 0.22% 85
2022
Q3 		$1.35M Buy
19,934
+40
+0.2% +$2.91K 0.22% 79
2022
Q2 		$1.35M Buy
19,894
+1
+0% +$75 0.22% 76
2022
Q1 		$1.61M Buy
19,893
+980
+5% +$79.5K 0.22% 77
2021
Q4 		$1.79M Buy
18,913
+1,080
+6% +$102K 0.24% 68
2021
Q3 		$1.59M Buy
+17,833
New +$1.64M 0.24% 64

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Fort Point Capital Partners's PDP Position: Q3 2025 in Review

Fort Point Capital Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2025, closing a stake of 16,262 shares — an estimated $1.77M sold.

Fort Point Capital Partners first reported a position in PDP in Q3 2021 and held it in 16 quarters. The position peaked at $1.79M in Q4 2021. 200 funds tracked by Wall St. Rank hold PDP as of Q3 2025.

  • Fort Point Capital Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 16,262 Invesco Dorsey Wright Momentum ETF shares in Q3 2025, an estimated $1.77M.
  • Fort Point Capital Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2021 and held it in 16 quarters.
  • Fort Point Capital Partners's Invesco Dorsey Wright Momentum ETF position peaked at $1.79M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.