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
2026 Q2	$2.7M	Buy	+17,762	New	+$2.47M	0.04%	397
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

Global Retirement Partners's PDP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 17,762 shares worth $2.7M. The stake represents 0.04% of the portfolio and ranks #397 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PDP as recently as Q4 2025.

Global Retirement Partners first reported a position in PDP in Q1 2023 and has held it in 12 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Global Retirement Partners held 17,762 shares of Invesco Dorsey Wright Momentum ETF worth $2.7M as of Q2 2026.
Invesco Dorsey Wright Momentum ETF was a new Global Retirement Partners position in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #397 holding.
Global Retirement Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2023 and has held it in 12 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.