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Keener Financial Planning’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Keener Financial Planning’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
Q4 		– Sell
-251
Closed -$29K – 153
2025
Q3 		$29K Hold
251
– – 0.01% 120
2025
Q2 		$27K Hold
251
– – 0.01% 120
2025
Q1 		$25K Hold
251
– – 0.02% 100
2024
Q4 		$27K Buy
+251
New +$27.6K 0.02% 108

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Keener Financial Planning's PDP Position: Q4 2025 in Review

Keener Financial Planning sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2025, closing a stake of 251 shares — an estimated $29K sold.

Keener Financial Planning first reported a position in PDP in Q4 2024 and held it in 4 quarters. The position peaked at $29K in Q3 2025. 200 funds tracked by Wall St. Rank hold PDP as of Q4 2025.

  • Keener Financial Planning reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 251 Invesco Dorsey Wright Momentum ETF shares in Q4 2025, an estimated $29K.
  • Keener Financial Planning first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2024 and held it in 4 quarters.
  • Keener Financial Planning's Invesco Dorsey Wright Momentum ETF position peaked at $29K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.