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J.W. Cole Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

J.W. Cole Advisors’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
Q2 		– Sell
-2,526
Closed -$253K – 1481
2025
Q1 		$253K Buy
+2,526
New +$273K 0.01% 1049

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

J.W. Cole Advisors's PDP Position: Q2 2025 in Review

J.W. Cole Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2025, closing a stake of 2,526 shares — an estimated $253K sold.

J.W. Cole Advisors first reported a position in PDP in Q1 2025 and held it in 1 quarter. The position peaked at $253K in Q1 2025. 203 funds tracked by Wall St. Rank hold PDP as of Q2 2025.

  • J.W. Cole Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,526 Invesco Dorsey Wright Momentum ETF shares in Q2 2025, an estimated $253K.
  • J.W. Cole Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2025 and held it in 1 quarter.
  • J.W. Cole Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $253K in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2025.

Based on J.W. Cole Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.