GRA
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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
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
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 $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
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return