Institute for Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.49M | Sell |
42,767
-2
| -0% | -$279 | 0.57% | 37 |
|
|
2026
Q1 | $5.16M | Sell |
42,769
-298
| -0.7% | -$37K | 0.55% | 32 |
|
|
2025
Q4 | $5.01M | Sell |
43,067
-2,126
| -5% | -$250K | 0.53% | 34 |
|
|
2025
Q3 | $5.34M | Sell |
45,193
-624
| -1% | -$70.1K | 0.56% | 30 |
|
|
2025
Q2 | $4.98M | Sell |
45,817
-780
| -2% | -$79.6K | 0.55% | 34 |
|
|
2025
Q1 | $4.66M | Sell |
46,597
-5
| -0% | -$540 | 0.6% | 34 |
|
|
2024
Q4 | $5.01M | Sell |
46,602
-1,298
| -3% | -$142K | 0.63% | 27 |
|
|
2024
Q3 | $4.95M | Sell |
47,900
-45
| -0.1% | -$4.44K | 0.62% | 26 |
|
|
2024
Q2 | $4.69M | Sell |
47,945
-213
| -0.4% | -$20.5K | 0.63% | 28 |
|
|
2024
Q1 | $4.76M | Sell |
48,158
-234
| -0.5% | -$21.4K | 0.61% | 26 |
|
|
2023
Q4 | $4.14M | Sell |
48,392
-3,140
| -6% | -$249K | 0.67% | 27 |
|
|
2023
Q3 | $3.97M | Sell |
51,532
-353
| -0.7% | -$28.1K | 0.72% | 21 |
|
|
2023
Q2 | $4.2M | Sell |
51,885
-742
| -1% | -$56.3K | 0.71% | 21 |
|
|
2023
Q1 | $4M | Sell |
52,627
-582
| -1% | -$43.3K | 0.76% | 18 |
|
|
2022
Q4 | $3.78M | Sell |
53,209
-738
| -1% | -$53.8K | 0.79% | 14 |
|
|
2022
Q3 | $3.65M | Sell |
53,947
-193
| -0.4% | -$14.1K | 0.82% | 15 |
|
|
2022
Q2 | $3.69M | Sell |
54,140
-252
| -0.5% | -$18.9K | 0.72% | 17 |
|
|
2022
Q1 | $4.41M | Sell |
54,392
-374
| -0.7% | -$30.4K | 0.71% | 22 |
|
|
2021
Q4 | $5.18M | Sell |
54,766
-484
| -0.9% | -$45.9K | 0.84% | 17 |
|
|
2021
Q3 | $4.94M | Sell |
55,250
-6
| -0% | -$552 | 0.87% | 19 |
|
|
2021
Q2 | $4.95M | Hold |
55,256
| – | – | 0.87% | 19 |
|
|
2021
Q1 | $4.7M | Sell |
55,256
-680
| -1% | -$59.6K | 0.89% | 17 |
|
|
2020
Q4 | $4.91M | Sell |
55,936
-1,670
| -3% | -$137K | 0.98% | 17 |
|
|
2020
Q3 | $4.4M | Buy |
57,606
+41
| +0.1% | +$3.02K | 1.01% | 15 |
|
|
2020
Q2 | $3.88M | Buy |
57,565
+20
| +0% | +$1.25K | 0.95% | 15 |
|
|
2020
Q1 | $3.1M | Sell |
57,545
-2,369
| -4% | -$148K | 0.96% | 16 |
|
|
2019
Q4 | $3.86M | Buy |
59,914
+73
| +0.1% | +$4.53K | 0.87% | 18 |
|
|
2019
Q3 | $3.64M | Sell |
59,841
-100
| -0.2% | -$6.17K | 0.92% | 17 |
|
|
2019
Q2 | $3.62M | Sell |
59,941
-4,504
| -7% | -$263K | 0.8% | 18 |
|
|
2019
Q1 | $3.65M | Sell |
64,445
-1,353
| -2% | -$72.1K | 0.79% | 18 |
|
|
2018
Q4 | $3.19M | Buy |
+65,798
| New | +$3.45M | 1.31% | 10 |
|
|
2018
Q2 | – | Sell |
-63,472
| Closed | -$3.34M | – | 232 |
|
|
2018
Q1 | $3.34M | Sell |
63,472
-3,155
| -5% | -$169K | 0.99% | 14 |
|
|
2017
Q4 | $3.44M | Sell |
66,627
-2,193
| -3% | -$111K | 0.79% | 17 |
|
|
2017
Q3 | $3.34M | Buy |
68,820
+1,207
| +2% | +$57.9K | 1.09% | 12 |
|
|
2017
Q2 | $3.17M | Buy |
+67,613
| New | +$3.12M | 0.87% | 13 |
|
Other funds holding PDP
SF
Institute for Wealth Management's PDP Position: Q2 2026 in Review
Institute for Wealth Management reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 0% in Q2 2026, selling an estimated $279 and leaving 42,767 shares worth $6.49M. The position accounts for 0.57% of the portfolio, ranked #37.
Institute for Wealth Management first reported a position in PDP in Q2 2017 and has held it in 35 quarters since. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.
- Institute for Wealth Management held 42,767 shares of Invesco Dorsey Wright Momentum ETF worth $6.49M as of Q2 2026.
- Institute for Wealth Management sold 2 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $279.
- Invesco Dorsey Wright Momentum ETF made up 0.57% of Institute for Wealth Management's portfolio in Q2 2026, its #37 holding.
- Institute for Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2017 and has held it in 35 quarters since.
- 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.