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

IHT 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
2025
Q4 		– Sell
-2,136
Closed -$252K – 1233
2025
Q3 		$252K Buy
2,136
+120
+6% +$13.5K 0.01% 1011
2025
Q2 		$219K Sell
2,016
-1,400
-41% -$143K 0.01% 1048
2025
Q1 		$341K Buy
+3,416
New +$369K 0.01% 807

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

IHT Wealth Management's PDP Position: Q4 2025 in Review

IHT Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2025, closing a stake of 2,136 shares — an estimated $252K sold.

IHT Wealth Management first reported a position in PDP in Q1 2025 and held it in 3 quarters. The position peaked at $341K in Q1 2025. 200 funds tracked by Wall St. Rank hold PDP as of Q4 2025.

  • IHT Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • IHT Wealth Management sold 2,136 Invesco Dorsey Wright Momentum ETF shares in Q4 2025, an estimated $252K.
  • IHT Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2025 and held it in 3 quarters.
  • IHT Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $341K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.