Journey Strategic Wealth’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Journey Strategic Wealth’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 Q1	$404K	Hold	3,349	–	–	0.01%	415
2025 Q4	$390K	Sell	3,349 -100	-3%	-$11.8K	0.01%	392
2025 Q3	$407K	Sell	3,449 -105	-3%	-$11.8K	0.01%	352
2025 Q2	$386K	Hold	3,554	–	–	0.01%	355
2025 Q1	$355K	Hold	3,554	–	–	0.01%	295
2024 Q4	$382K	Sell	3,554 -351	-9%	-$38.5K	0.01%	280
2024 Q3	$403K	Hold	3,905	–	–	0.01%	258
2024 Q2	$382K	Hold	3,905	–	–	0.02%	206
2024 Q1	$386K	Hold	3,905	–	–	0.02%	152
2023 Q4	$334K	Hold	3,905	–	–	0.02%	126
2023 Q3	$301K	Hold	3,905	–	–	0.01%	115
2023 Q2	$316K	Hold	3,905	–	–	0.01%	120
2023 Q1	$297K	Hold	3,905	–	–	0.03%	158
2022 Q4	$277K	Buy	3,905 +1	+0%	+$73	0.03%	151
2022 Q3	$264K	Hold	3,904	–	–	0.04%	117
2022 Q2	$266K	Hold	3,904	–	–	0.04%	87
2022 Q1	$316K	Hold	3,904	–	–	0.03%	92
2021 Q4	$369K	Buy	+3,904	New	+$370K	0.04%	100

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Journey Strategic Wealth's PDP Position: Q1 2026 in Review

Journey Strategic Wealth held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q1 2026 at 3,349 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #415.

Journey Strategic Wealth first reported a position in PDP in Q4 2021 and has held it in 18 quarters since. The position peaked at $407K in Q3 2025. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

Journey Strategic Wealth held 3,349 shares of Invesco Dorsey Wright Momentum ETF worth $404K as of Q1 2026.
Journey Strategic Wealth left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Momentum ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #415 holding.
Journey Strategic Wealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2021 and has held it in 18 quarters since.
Journey Strategic Wealth's Invesco Dorsey Wright Momentum ETF position peaked at $407K in Q3 2025.
208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.