Harbor Investment Advisory’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Harbor Investment Advisory’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	–	Sell	-1,790	Closed	-$208K	–	1328
2025 Q4	$208K	Hold	1,790	–	–	0.02%	397
2025 Q3	$211K	Hold	1,790	–	–	0.02%	387
2025 Q2	$194K	Hold	1,790	–	–	0.02%	378
2025 Q1	$179K	Hold	1,790	–	–	0.02%	385
2024 Q4	$193K	Hold	1,790	–	–	0.02%	352
2024 Q3	$185K	Hold	1,790	–	–	0.02%	355
2024 Q2	$175K	Hold	1,790	–	–	0.02%	355
2024 Q1	$177K	Hold	1,790	–	–	0.02%	358
2023 Q4	$153K	Hold	1,790	–	–	0.02%	365
2023 Q3	$138K	Hold	1,790	–	–	0.02%	357
2023 Q2	$145K	Hold	1,790	–	–	0.02%	413
2023 Q1	$136K	Hold	1,790	–	–	0.02%	423
2022 Q4	$127K	Hold	1,790	–	–	0.02%	440
2022 Q3	$121K	Hold	1,790	–	–	0.02%	427
2022 Q2	$122K	Buy	+1,790	New	+$134K	0.02%	452
2021 Q4	–	Sell	-1,834	Closed	-$164K	–	1344
2021 Q3	$164K	Buy	+1,834	New	+$169K	0.02%	405

Other funds holding PDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Harbor Investment Advisory's PDP Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2026, closing a stake of 1,790 shares — an estimated $208K sold.

Harbor Investment Advisory first reported a position in PDP in Q3 2021 and held it in 16 quarters. The position peaked at $211K in Q3 2025. 207 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

Harbor Investment Advisory reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2026 after selling out during the quarter.
Harbor Investment Advisory sold 1,790 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $208K.
Harbor Investment Advisory first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2021 and held it in 16 quarters.
Harbor Investment Advisory's Invesco Dorsey Wright Momentum ETF position peaked at $211K in Q3 2025.
207 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.