GRP
PDP icon

Global Retirement Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Global Retirement 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
Q4 		$2.03M Sell
17,405
-75
-0.4% -$8.84K 0.04% 429
2025
Q3 		$2.06M Sell
17,480
-880
-5% -$98.9K 0.05% 347
2025
Q2 		$1.99M Buy
+18,360
New +$1.87M 0.05% 339
2024
Q4 		$1.93M Buy
17,951
+17,766
+9,603% +$1.95M 0.06% 307
2024
Q3 		$19.1K Hold
185
– – ﹤0.01% 2021
2024
Q2 		$18.1K Hold
185
– – ﹤0.01% 2041
2024
Q1 		$18.3K Hold
185
– – ﹤0.01% 1854
2023
Q4 		$15.7K Hold
185
– – ﹤0.01% 1877
2023
Q3 		$14K Hold
185
– – ﹤0.01% 1814
2023
Q2 		$15K Hold
185
– – ﹤0.01% 1805
2023
Q1 		$13.8K Buy
+185
New +$13.8K ﹤0.01% 1796

Other funds holding PDP

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Raymond James Financial
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return