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 Q1	$1.8M	Buy	+14,882	New	+$1.85M	0.32%	37

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

Heirloom Wealth Management's PDP Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2026: 14,882 shares worth $1.8M. The stake represents 0.32% of the portfolio and ranks #37 among its holdings.

208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

Heirloom Wealth Management held 14,882 shares of Invesco Dorsey Wright Momentum ETF worth $1.8M as of Q1 2026.
Invesco Dorsey Wright Momentum ETF was a new Heirloom Wealth Management position in Q1 2026.
Invesco Dorsey Wright Momentum ETF made up 0.32% of Heirloom Wealth Management's portfolio in Q1 2026, its #37 holding.
208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.