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Kestra Advisory Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Kestra Advisory Services’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 		$1.32M Buy
10,914
+1,967
+22% +$244K 0.01% 1546
2025
Q4 		$1.04M Sell
8,947
-1,615
-15% -$190K ﹤0.01% 1625
2025
Q3 		$1.25M Sell
10,562
-1,048
-9% -$118K 0.01% 1444
2025
Q2 		$1.26M Sell
11,610
-407
-3% -$41.6K 0.01% 1340
2025
Q1 		$1.2M Buy
12,017
+20
+0.2% +$2.16K 0.01% 1281
2024
Q4 		$1.29M Buy
11,997
+2,509
+26% +$275K 0.01% 1250
2024
Q3 		$980K Sell
9,488
-397
-4% -$39.2K 0.01% 1339
2024
Q2 		$967K Buy
9,885
+831
+9% +$79.9K 0.01% 1343
2024
Q1 		$894K Buy
9,054
+874
+11% +$79.8K 0.01% 1307
2023
Q4 		$699K Sell
8,180
-3,173
-28% -$252K 0.01% 1326
2023
Q3 		$874K Buy
11,353
+4,392
+63% +$350K 0.01% 1059
2023
Q2 		$564K Buy
6,961
+533
+8% +$40.5K 0.01% 1270
2023
Q1 		$488K Sell
6,428
-665
-9% -$49.5K 0.01% 1297
2022
Q4 		$504K Sell
7,093
-2,247
-24% -$164K ﹤0.01% 1407
2022
Q3 		$631K Buy
9,340
+222
+2% +$16.2K 0.01% 1187
2022
Q2 		$621K Sell
9,118
-23,583
-72% -$1.77M 0.01% 1193
2022
Q1 		$2.65M Sell
32,701
-2,470
-7% -$200K 0.03% 579
2021
Q4 		$3.32M Sell
35,171
-1,427
-4% -$135K 0.03% 503
2021
Q3 		$3.27M Sell
36,598
-248
-0.7% -$22.8K 0.03% 532
2021
Q2 		$3.3M Sell
36,846
-1,153
-3% -$99.8K 0.04% 487
2021
Q1 		$3.23M Sell
37,999
-10,687
-22% -$936K 0.04% 446
2020
Q4 		$4.26M Buy
48,686
+6,029
+14% +$494K 0.05% 374
2020
Q3 		$3.26M Buy
+42,657
New +$3.14M 0.06% 319

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Kestra Advisory Services's PDP Position: Q1 2026 in Review

Kestra Advisory Services increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 22% in Q1 2026, buying an estimated $244K and bringing the position to 10,914 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1546.

Kestra Advisory Services first reported a position in PDP in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.26M in Q4 2020. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Kestra Advisory Services held 10,914 shares of Invesco Dorsey Wright Momentum ETF worth $1.32M as of Q1 2026.
  • Kestra Advisory Services bought 1,967 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $244K.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1546 holding.
  • Kestra Advisory Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Invesco Dorsey Wright Momentum ETF position peaked at $4.26M in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.