Integrated Wealth Concepts’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Integrated Wealth Concepts’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	$182K	Buy	+1,202	New	+$167K	﹤0.01%	2398

Other funds holding PDP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Integrated Wealth Concepts's PDP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2026: 1,202 shares worth $182K. The stake represents ﹤0.01% of the portfolio and ranks #2398 among its holdings.

223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

Integrated Wealth Concepts held 1,202 shares of Invesco Dorsey Wright Momentum ETF worth $182K as of Q2 2026.
Invesco Dorsey Wright Momentum ETF was a new Integrated Wealth Concepts position in Q2 2026.
Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2398 holding.
223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.