Koshinski Asset Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Koshinski Asset 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 Q3	$327K	Buy	2,370 +180	+8%	+$24.7K	0.02%	576
2026 Q2	$332K	Hold	2,190	–	–	0.02%	578
2026 Q1	$264K	Hold	2,190	–	–	0.02%	614
2025 Q4	$255K	Hold	2,190	–	–	0.02%	611
2025 Q3	$259K	Hold	2,190	–	–	0.02%	613
2025 Q2	$238K	Hold	2,190	–	–	0.02%	599
2025 Q1	$219K	Hold	2,190	–	–	0.02%	583
2024 Q4	$236K	Hold	2,190	–	–	0.02%	552
2024 Q3	$226K	Hold	2,190	–	–	0.02%	560
2024 Q2	$216K	Buy	+2,190	New	+$211K	0.02%	555
2024 Q1	–	Sell	-4,331	Closed	-$370K	–	627
2023 Q4	$370K	Buy	4,331 +1,436	+50%	+$114K	0.06%	349
2023 Q3	$223K	Hold	2,895	–	–	0.03%	498
2023 Q2	$235K	Sell	2,895 -1,453	-33%	-$110K	0.03%	511
2023 Q1	$330K	Hold	4,348	–	–	0.03%	407
2022 Q4	$309K	Hold	4,348	–	–	0.03%	451
2022 Q3	$294K	Hold	4,348	–	–	0.04%	421
2022 Q2	$296K	Hold	4,348	–	–	0.03%	469
2022 Q1	$352K	Sell	4,348 -3,010	-41%	-$244K	0.03%	455
2021 Q4	$695K	Hold	7,358	–	–	0.06%	338
2021 Q3	$658K	Buy	7,358 +2,264	+44%	+$208K	0.06%	341
2021 Q2	$457K	Sell	5,094 -2,364	-32%	-$205K	0.06%	348
2021 Q1	$635K	Sell	7,458 -2,885	-28%	-$253K	0.07%	311
2020 Q4	$908K	Sell	10,343 -2,600	-20%	-$213K	0.12%	206
2020 Q3	$1.05M	Sell	12,943 -15,012	-54%	-$1.11M	0.14%	168
2020 Q2	$1.88M	Sell	27,955 -4,021	-13%	-$251K	0.31%	86
2020 Q1	$1.72M	Sell	31,976 -55,501	-63%	-$3.47M	0.36%	72
2019 Q4	$5.62M	Buy	+87,477	New	+$5.43M	0.97%	6
2019 Q3	–	Sell	-66,876	Closed	-$4.03M	–	233
2019 Q2	$4.03M	Sell	66,876 -15,337	-19%	-$895K	1.64%	7
2019 Q1	$4.66M	Sell	82,213 -255	-0.3%	-$13.6K	1.25%	9
2018 Q4	$4M	Buy	82,468 +39,165	+90%	+$2.06M	0.98%	12
2018 Q3	$2.58M	Buy	43,303 +16,025	+59%	+$930K	0.37%	74
2018 Q2	$1.51M	Sell	27,278 -3,405	-11%	-$186K	0.46%	60
2018 Q1	$1.62M	Buy	30,683 +1,000	+3%	+$53.5K	0.5%	52
2017 Q4	$1.53M	Buy	29,683 +3,431	+13%	+$174K	0.38%	80
2017 Q3	$1.28M	Sell	26,252 -1,384	-5%	-$66.3K	0.42%	70
2017 Q2	$1.29M	Sell	27,636 -4,223	-13%	-$195K	0.47%	61
2017 Q1	$1.44M	Sell	31,859 -778	-2%	-$34.3K	0.57%	49
2016 Q4	$1.37M	Buy	32,637 +9,408	+41%	+$393K	0.68%	36
2016 Q3	$985K	Sell	23,229 -892	-4%	-$38.1K	0.49%	59
2016 Q2	$1.02M	Sell	24,121 -27,763	-54%	-$1.14M	0.55%	48
2016 Q1	$2.12M	Sell	51,884 -2,161	-4%	-$83.9K	1.37%	12
2015 Q4	$2.24M	Buy	54,045 +20,173	+60%	+$846K	1.56%	9
2015 Q3	$1.46M	Buy	33,872 +1,200	+4%	+$51.2K	0.93%	22
2015 Q2	$1.41M	Sell	32,672 -28,228	-46%	-$1.23M	0.89%	24
2015 Q1	$2.64M	Buy	60,900 +7,369	+14%	+$312K	1.71%	8
2014 Q4	$2.2M	Buy	+53,531	New	+$2.15M	1.25%	16

Other funds holding PDP

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Koshinski Asset Management's PDP Position: Q3 2026 in Review

Koshinski Asset Management increased its Invesco Dorsey Wright Momentum ETF (PDP) stake by 8.2% in Q3 2026, buying an estimated $24.7K and bringing the position to 2,370 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #576.

Koshinski Asset Management first reported a position in PDP in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.62M in Q4 2019. 68 funds tracked by Wall St. Rank hold PDP as of Q3 2026.

Koshinski Asset Management held 2,370 shares of Invesco Dorsey Wright Momentum ETF worth $327K as of Q3 2026.
Koshinski Asset Management bought 180 Invesco Dorsey Wright Momentum ETF shares in Q3 2026, an estimated $24.7K.
Invesco Dorsey Wright Momentum ETF made up 0.02% of Koshinski Asset Management's portfolio in Q3 2026, its #576 holding.
Koshinski Asset Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2014 and has held it in 46 quarters since.
Koshinski Asset Management's Invesco Dorsey Wright Momentum ETF position peaked at $5.62M in Q4 2019.
68 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2026.

Based on Koshinski Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.