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Keystone Financial Group (Kentucky)’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Keystone Financial Group (Kentucky)’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 		$280K Sell
2,321
-46
-2% -$5.71K 0.02% 409
2025
Q4 		$275K Buy
2,367
+366
+18% +$43.1K 0.02% 372
2025
Q3 		$236K Sell
2,001
-50
-2% -$5.62K 0.02% 373
2025
Q2 		$223K Sell
2,051
-149
-7% -$15.2K 0.02% 376
2025
Q1 		$220K Sell
2,200
-573
-21% -$61.9K 0.02% 355
2024
Q4 		$298K Hold
2,773
– – 0.03% 295
2024
Q3 		$286K Buy
+2,773
New +$274K 0.04% 288
2024
Q2 		– Sell
-3,220
Closed -$318K – 258
2024
Q1 		$318K Hold
3,220
– – 0.05% 248
2023
Q4 		$275K Hold
3,220
– – 0.05% 229
2023
Q3 		$248K Sell
3,220
-211
-6% -$16.8K 0.04% 237
2023
Q2 		$278K Buy
+3,431
New +$260K 0.05% 226
2022
Q4 		$275K Sell
3,866
-201
-5% -$14.7K 0.05% 218
2022
Q3 		$275K Sell
4,067
-3,662
-47% -$267K 0.06% 214
2022
Q2 		$526K Sell
7,729
-438
-5% -$32.8K 0.1% 143
2022
Q1 		$662K Sell
8,167
-1,051
-11% -$85.3K 0.11% 133
2021
Q4 		$871K Sell
9,218
-260
-3% -$24.7K 0.14% 119
2021
Q3 		$848K Sell
9,478
-492
-5% -$45.2K 0.15% 119
2021
Q2 		$894K Sell
9,970
-483
-5% -$41.8K 0.16% 116
2021
Q1 		$890K Sell
10,453
-10
-0.1% -$876 0.17% 113
2020
Q4 		$918K Sell
10,463
-785
-7% -$64.3K 0.19% 103
2020
Q3 		$860K Sell
11,248
-538
-5% -$39.6K 0.21% 103
2020
Q2 		$794K Sell
11,786
-8,678
-42% -$542K 0.22% 106
2020
Q1 		$1.1M Sell
20,464
-1,180
-5% -$73.9K 0.37% 68
2019
Q4 		$1.39M Sell
21,644
-33,241
-61% -$2.06M 0.37% 65
2019
Q3 		$3.34M Sell
54,885
-1,347
-2% -$83K 1.03% 24
2019
Q2 		$3.39M Sell
56,232
-555
-1% -$32.4K 1.1% 19
2019
Q1 		$3.22M Sell
56,787
-4,482
-7% -$239K 1.14% 20
2018
Q4 		$2.97M Sell
61,269
-3,996
-6% -$210K 1.34% 18
2018
Q3 		$3.88M Sell
65,265
-534
-0.8% -$31K 1.59% 9
2018
Q2 		$3.65M Buy
65,799
+4,238
+7% +$232K 2.04% 6
2018
Q1 		$3.15M Sell
61,561
-4,731
-7% -$253K 1.75% 9
2017
Q4 		$3.5M Buy
+66,292
New +$3.37M 2.17% 10

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

Keystone Financial Group (Kentucky)'s PDP Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 1.9% in Q1 2026, selling an estimated $5.71K and leaving 2,321 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #409.

Keystone Financial Group (Kentucky) first reported a position in PDP in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.88M in Q3 2018. 208 funds tracked by Wall St. Rank hold PDP as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 2,321 shares of Invesco Dorsey Wright Momentum ETF worth $280K as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 46 Invesco Dorsey Wright Momentum ETF shares in Q1 2026, an estimated $5.71K.
  • Invesco Dorsey Wright Momentum ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #409 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s Invesco Dorsey Wright Momentum ETF position peaked at $3.88M in Q3 2018.
  • 208 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.