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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 		$880K Buy
5,800
+2,900
+100% +$404K ﹤0.01% 8520
2026
Q1 		$350K Buy
+2,900
New +$360K ﹤0.01% 10532
2025
Q3 		– Sell
-14,300
Closed -$1.55M – 13527
2025
Q2 		$1.55M Buy
14,300
+11,700
+450% +$1.19M ﹤0.01% 6347
2025
Q1 		$260K Sell
2,600
-8,400
-76% -$907K ﹤0.01% 10388
2024
Q4 		$1.18M Hold
11,000
– – ﹤0.01% 6540
2024
Q3 		$1.14M Buy
11,000
+7,100
+182% +$701K ﹤0.01% 6490
2024
Q2 		$382K Buy
+3,900
New +$375K ﹤0.01% 8907
2023
Q4 		– Sell
-3,000
Closed -$231K – 13053
2023
Q3 		$231K Buy
+3,000
New +$239K ﹤0.01% 9911
2023
Q2 		– Sell
-3,000
Closed -$228K – 12852
2023
Q1 		$228K Buy
+3,000
New +$223K ﹤0.01% 10319
2022
Q4 		– Sell
-3,000
Closed -$203K – 13353
2022
Q3 		$203K Buy
+3,000
New +$219K ﹤0.01% 10803
2022
Q2 		– Sell
-3,500
Closed -$284K – 13673
2022
Q1 		$284K Buy
+3,500
New +$284K ﹤0.01% 10402
2021
Q4 		– Sell
-2,800
Closed -$250K – 13707
2021
Q3 		$250K Buy
+2,800
New +$257K ﹤0.01% 11012
2020
Q3 		– Sell
-6,000
Closed -$404K – 10985
2020
Q2 		$404K Sell
6,000
-50,900
-89% -$3.18M ﹤0.01% 7802
2020
Q1 		$3.07M Buy
56,900
+49,100
+629% +$3.07M ﹤0.01% 3251
2019
Q4 		$502K Sell
7,800
-1,900
-20% -$118K ﹤0.01% 6977
2019
Q3 		$591K Buy
9,700
+4,000
+70% +$247K ﹤0.01% 6911
2019
Q2 		$344K Buy
+5,700
New +$333K ﹤0.01% 8055
2015
Q2 		– Sell
-5,200
Closed -$226K – 10350
2015
Q1 		$226K Buy
+5,200
New +$220K ﹤0.01% 8455

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.