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

GeoWealth 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
Q1 		– Sell
-377
Closed -$40.6K – 1592
2024
Q4 		$40.6K Buy
+377
New +$41.4K ﹤0.01% 1217

Other funds holding PDP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

GeoWealth Management's PDP Position: Q1 2025 in Review

GeoWealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2025, closing a stake of 377 shares — an estimated $40.6K sold.

GeoWealth Management first reported a position in PDP in Q4 2024 and held it in 1 quarter. The position peaked at $40.6K in Q4 2024. 209 funds tracked by Wall St. Rank hold PDP as of Q1 2025.

  • GeoWealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 377 Invesco Dorsey Wright Momentum ETF shares in Q1 2025, an estimated $40.6K.
  • GeoWealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $40.6K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.