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Jeff Yass’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Jeff Yass’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 		$531K Sell
3,500
-100
-3% -$13.9K ﹤0.01% 9784
2026
Q1 		$435K Buy
+3,600
New +$447K ﹤0.01% 10016
2025
Q4 		– Sell
-2,700
Closed -$319K – 13269
2025
Q3 		$319K Sell
2,700
-3,600
-57% -$405K ﹤0.01% 9971
2025
Q2 		$684K Buy
6,300
+1,700
+37% +$174K ﹤0.01% 8424
2025
Q1 		$460K Sell
4,600
-2,100
-31% -$227K ﹤0.01% 9078
2024
Q4 		$721K Sell
6,700
-6,700
-50% -$735K ﹤0.01% 7749
2024
Q3 		$1.38M Buy
13,400
+6,700
+100% +$661K ﹤0.01% 6094
2024
Q2 		$656K Buy
6,700
+3,000
+81% +$289K ﹤0.01% 7589
2024
Q1 		$365K Sell
3,700
-1,500
-29% -$137K ﹤0.01% 9248
2023
Q4 		$445K Sell
5,200
-1,100
-17% -$87.4K ﹤0.01% 8959
2023
Q3 		$485K Sell
6,300
-5,200
-45% -$415K ﹤0.01% 8299
2023
Q2 		$932K Buy
11,500
+4,700
+69% +$357K ﹤0.01% 6855
2023
Q1 		$517K Buy
+6,800
New +$506K ﹤0.01% 8483
2022
Q4 		– Sell
-4,500
Closed -$304K – 13352
2022
Q3 		$304K Sell
4,500
-7,500
-63% -$546K ﹤0.01% 9759
2022
Q2 		$817K Buy
12,000
+200
+2% +$15K ﹤0.01% 7026
2022
Q1 		$956K Buy
11,800
+1,600
+16% +$130K ﹤0.01% 7247
2021
Q4 		$963K Buy
10,200
+4,100
+67% +$389K ﹤0.01% 7401
2021
Q3 		$546K Sell
6,100
-1,800
-23% -$166K ﹤0.01% 9148
2021
Q2 		$708K Sell
7,900
-3,300
-29% -$286K ﹤0.01% 8714
2021
Q1 		$954K Sell
11,200
-14,400
-56% -$1.26M ﹤0.01% 7865
2020
Q4 		$2.25M Buy
25,600
+4,700
+22% +$385K ﹤0.01% 4849
2020
Q3 		$1.6M Sell
20,900
-14,500
-41% -$1.07M ﹤0.01% 5048
2020
Q2 		$2.38M Buy
35,400
+21,200
+149% +$1.32M ﹤0.01% 4180
2020
Q1 		$766K Sell
14,200
-1,700
-11% -$106K ﹤0.01% 5979
2019
Q4 		$1.02M Sell
15,900
-1,400
-8% -$86.9K ﹤0.01% 5476
2019
Q3 		$1.05M Sell
17,300
-1,300
-7% -$80.1K ﹤0.01% 5572
2019
Q2 		$1.12M Buy
18,600
+12,500
+205% +$730K ﹤0.01% 5392
2019
Q1 		$346K Buy
+6,100
New +$325K ﹤0.01% 6973
2018
Q4 		– Sell
-9,300
Closed -$555K – 9709
2018
Q3 		$555K Buy
9,300
+1,700
+22% +$98.7K ﹤0.01% 6326
2018
Q2 		$421K Buy
7,600
+1,100
+17% +$60.2K ﹤0.01% 7150
2018
Q1 		$342K Sell
6,500
-3,900
-38% -$209K ﹤0.01% 7403
2017
Q4 		$537K Sell
10,400
-2,900
-22% -$147K ﹤0.01% 6501
2017
Q3 		$647K Sell
13,300
-5,100
-28% -$244K ﹤0.01% 6070
2017
Q2 		$861K Buy
18,400
+11,800
+179% +$544K ﹤0.01% 5579
2017
Q1 		$299K Buy
6,600
+600
+10% +$26.5K ﹤0.01% 7339
2016
Q4 		$252K Sell
6,000
-1,500
-20% -$62.7K ﹤0.01% 8265
2016
Q3 		$318K Sell
7,500
-800
-10% -$34.2K ﹤0.01% 6835
2016
Q2 		$349K Sell
8,300
-1,500
-15% -$61.7K ﹤0.01% 6719
2016
Q1 		$400K Sell
9,800
-800
-8% -$31.1K ﹤0.01% 6780
2015
Q4 		$439K Buy
10,600
+4,600
+77% +$193K ﹤0.01% 7017
2015
Q3 		$241K Buy
+6,000
New +$256K ﹤0.01% 8406
2015
Q1 		– Sell
-6,100
Closed -$250K – 9797
2014
Q4 		$250K Sell
6,100
-3,600
-37% -$144K ﹤0.01% 8437
2014
Q3 		$381K Buy
9,700
+3,000
+45% +$118K ﹤0.01% 7673
2014
Q2 		$261K Sell
6,700
-1,700
-20% -$63.9K ﹤0.01% 8615
2014
Q1 		$313K Sell
8,400
-4,200
-33% -$156K ﹤0.01% 7520
2013
Q4 		$462K Buy
12,600
+2,200
+21% +$77K ﹤0.01% 6842
2013
Q3 		$352K Buy
+10,400
New +$342K ﹤0.01% 6974

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jeff Yass's PDP Position: Q2 2026 in Review

Jeff Yass reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 22% in Q2 2026, selling an estimated $280K and leaving 7,161 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #7989.

Jeff Yass first reported a position in PDP in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.58M in Q2 2017. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Jeff Yass held 7,161 shares of Invesco Dorsey Wright Momentum ETF worth $1.09M as of Q2 2026.
  • Jeff Yass sold 2,008 Invesco Dorsey Wright Momentum ETF shares in Q2 2026, an estimated $280K.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7989 holding.
  • Jeff Yass first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2013 and has held it in 49 quarters since.
  • Jeff Yass's Invesco Dorsey Wright Momentum ETF position peaked at $4.58M in Q2 2017.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.