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Kingsview Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Kingsview Wealth Management’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 		$432K Hold
2,849
– – 0.01% 1042
2026
Q1 		$344K Buy
2,849
+42
+1% +$5.21K ﹤0.01% 1023
2025
Q4 		$327K Sell
2,807
-119
-4% -$14K ﹤0.01% 996
2025
Q3 		$345K Hold
2,926
– – 0.01% 914
2025
Q2 		$318K Buy
2,926
+50
+2% +$5.11K 0.01% 916
2025
Q1 		$288K Buy
2,876
+276
+11% +$29.8K 0.01% 912
2024
Q4 		$280K Hold
2,600
– – 0.01% 931
2024
Q3 		$268K Hold
2,600
– – 0.01% 925
2024
Q2 		$254K Sell
2,600
-305
-10% -$29.3K 0.01% 900
2024
Q1 		$287K Sell
2,905
-925
-24% -$84.4K 0.01% 831
2023
Q4 		$327K Sell
3,830
-350
-8% -$27.8K 0.01% 735
2023
Q3 		$322K Sell
4,180
-36
-0.9% -$2.87K 0.01% 730
2023
Q2 		$342K Sell
4,216
-12,786
-75% -$971K 0.01% 705
2023
Q1 		$1.29M Buy
17,002
+12,822
+307% +$954K 0.05% 331
2022
Q4 		$297K Sell
4,180
-139
-3% -$10.1K 0.01% 669
2022
Q3 		$292K Hold
4,319
– – 0.01% 649
2022
Q2 		$294K Hold
4,319
– – 0.01% 668
2022
Q1 		$350K Hold
4,319
– – 0.02% 659
2021
Q4 		$408K Sell
4,319
-100
-2% -$9.48K 0.02% 636
2021
Q3 		$395K Hold
4,419
– – 0.02% 611
2021
Q2 		$397K Sell
4,419
-1
-0% -$87 0.02% 621
2021
Q1 		$382K Hold
4,420
– – 0.02% 579
2020
Q4 		$388K Hold
4,420
– – 0.03% 504
2020
Q3 		$338K Hold
4,420
– – 0.03% 449
2020
Q2 		$298K Hold
4,420
– – 0.03% 440
2020
Q1 		$239K Buy
4,420
+1,140
+35% +$71.4K 0.03% 402
2019
Q4 		$211K Buy
+3,280
New +$204K 0.03% 438

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

Kingsview Wealth Management's PDP Position: Q2 2026 in Review

Kingsview Wealth Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q2 2026 at 2,849 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #1042.

Kingsview Wealth Management first reported a position in PDP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.29M in Q1 2023. 223 funds tracked by Wall St. Rank hold PDP as of Q2 2026.

  • Kingsview Wealth Management held 2,849 shares of Invesco Dorsey Wright Momentum ETF worth $432K as of Q2 2026.
  • Kingsview Wealth Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright Momentum ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1042 holding.
  • Kingsview Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2019 and has held it in 27 quarters since.
  • Kingsview Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $1.29M in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.