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

Heirloom 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 		$1.67M Sell
10,991
-3,891
-26% -$542K 0.24% 32
2026
Q1 		$1.8M Buy
+14,882
New +$1.85M 0.32% 37

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Heirloom Wealth Management reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 26% in Q2 2026, selling an estimated $542K and leaving 10,991 shares worth $1.67M. The position accounts for 0.24% of the portfolio, ranked #32.

Heirloom Wealth Management first reported a position in PDP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.8M in Q1 2026. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Heirloom Wealth Management held 10,991 shares of Invesco Dorsey Wright Momentum ETF worth $1.67M as of Q2 2026.
  • Heirloom Wealth Management sold 3,891 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $542K.
  • Invesco Dorsey Wright Momentum ETF made up 0.24% of Heirloom Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Heirloom Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • Heirloom Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $1.8M in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.