FWA
PDP icon

FSC Wealth Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

FSC Wealth Advisors’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
-203
Closed -$20.3K – 198
2025
Q1 		$20.3K Hold
203
– – 0.01% 170
2024
Q4 		$21.9K Hold
203
– – 0.01% 159
2024
Q3 		$21K Hold
203
– – 0.02% 163
2024
Q2 		$19.9K Hold
203
– – 0.01% 154
2024
Q1 		$20.1K Sell
203
-67
-25% -$6.12K 0.01% 155
2023
Q4 		$23.1K Hold
270
– – 0.02% 145
2023
Q3 		$20.8K Hold
270
– – 0.02% 126
2023
Q2 		$21.9K Hold
270
– – 0.02% 108
2023
Q1 		$20.5K Hold
270
– – 0.03% 91
2022
Q4 		$19.2K Hold
270
– – 0.03% 88
2022
Q3 		$18K Sell
270
-68
-20% -$4.96K 0.17% 83
2022
Q2 		$23K Sell
338
-67
-17% -$5.02K 0.2% 77
2022
Q1 		$33K Hold
405
– – 0.03% 78
2021
Q4 		$38K Buy
+405
New +$38.4K 0.03% 82

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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FSC Wealth Advisors's PDP Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2025, closing a stake of 203 shares — an estimated $20.3K sold.

FSC Wealth Advisors first reported a position in PDP in Q4 2021 and held it in 14 quarters. The position peaked at $38K in Q4 2021. 203 funds tracked by Wall St. Rank hold PDP as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 203 Invesco Dorsey Wright Momentum ETF shares in Q2 2025, an estimated $20.3K.
  • FSC Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2021 and held it in 14 quarters.
  • FSC Wealth Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $38K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.