Golden Road Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Golden Road 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
2026 Q2	$482K	Hold	3,175	–	–	0.23%	39
2026 Q1	$383K	Sell	3,175 -60	-2%	-$7.44K	0.22%	37
2025 Q4	$377K	Sell	3,235 -181	-5%	-$21.3K	0.21%	34
2025 Q3	$403K	Buy	3,416 +181	+6%	+$20.3K	0.23%	34
2025 Q2	$351K	Hold	3,235	–	–	0.23%	33
2025 Q1	$323K	Hold	3,235	–	–	0.25%	29
2024 Q4	$348K	Hold	3,235	–	–	0.26%	30
2024 Q3	$334K	Sell	3,235 -254	-7%	-$25.1K	0.26%	31
2024 Q2	$344K	Sell	3,489 -52	-1%	-$5K	0.28%	30
2024 Q1	$350K	Buy	3,541 +1	+0%	+$91	0.29%	25
2023 Q4	$303K	Buy	+3,540	New	+$281K	0.29%	27

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

Golden Road Advisors's PDP Position: Q2 2026 in Review

Golden Road Advisors held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 3,175 shares worth $482K. The position accounts for 0.23% of the portfolio, ranked #39.

Golden Road Advisors first reported a position in PDP in Q4 2023 and has held it in 11 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Golden Road Advisors held 3,175 shares of Invesco Dorsey Wright Momentum ETF worth $482K as of Q2 2026.
Golden Road Advisors left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up 0.23% of Golden Road Advisors's portfolio in Q2 2026, its #39 holding.
Golden Road Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2023 and has held it in 11 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.