Golden State Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Golden State Wealth 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
2026 Q2	$6.83K	Hold	45	–	–	﹤0.01%	1199
2026 Q1	$5.43K	Hold	45	–	–	﹤0.01%	1203
2025 Q4	$5.24K	Hold	45	–	–	﹤0.01%	1232
2025 Q3	$5.31K	Hold	45	–	–	﹤0.01%	1242
2025 Q2	$4.89K	Hold	45	–	–	﹤0.01%	1234
2025 Q1	$4.5K	Hold	45	–	–	﹤0.01%	1188
2024 Q4	$4.84K	Buy	+45	New	+$4.94K	﹤0.01%	1127

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 State Wealth Management's PDP Position: Q2 2026 in Review

Golden State Wealth Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 45 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Golden State Wealth Management first reported a position in PDP in Q4 2024 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Golden State Wealth Management held 45 shares of Invesco Dorsey Wright Momentum ETF worth $6.83K as of Q2 2026.
Golden State Wealth Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1199 holding.
Golden State Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and has held it in 7 quarters since.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.