Harvest Investment Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Harvest Investment Services’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
2025 Q4	–	Sell	-9,523	Closed	-$1.12M	–	364
2025 Q3	$1.12M	Buy	9,523 +126	+1%	+$14.2K	0.23%	112
2025 Q2	$1.02M	Sell	9,397 -159	-2%	-$16.2K	0.23%	111
2025 Q1	$955K	Sell	9,556 -215	-2%	-$23.2K	0.27%	88
2024 Q4	$1.05M	Buy	+9,771	New	+$1.07M	0.26%	97
2020 Q1	–	Sell	-6,833	Closed	-$439K	–	151
2019 Q4	$439K	Buy	+6,833	New	+$424K	0.23%	71

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Harvest Investment Services's PDP Position: Q4 2025 in Review

Harvest Investment Services sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2025, closing a stake of 9,523 shares — an estimated $1.12M sold.

Harvest Investment Services first reported a position in PDP in Q4 2019 and held it in 5 quarters. The position peaked at $1.12M in Q3 2025. 200 funds tracked by Wall St. Rank hold PDP as of Q4 2025.

Harvest Investment Services reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2025 after selling out during the quarter.
Harvest Investment Services sold 9,523 Invesco Dorsey Wright Momentum ETF shares in Q4 2025, an estimated $1.12M.
Harvest Investment Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and held it in 5 quarters.
Harvest Investment Services's Invesco Dorsey Wright Momentum ETF position peaked at $1.12M in Q3 2025.
200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2025.

Based on Harvest Investment Services's 13F filing for Q4 2025, filed 17 Feb 2026.